See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HORNER TOWNSEND & KENT INC3 years Service code 53 | Insurance Commissions | $19,384 |
Filed as: MASACHUSSETS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $7,060 |
Filed as: FUTURE PLANNING ASSOCIATES Service code 13 · EIN 03-0271340 | Contract Administrator | $0 |
HONOR TOWNSHEND & KENT INC4+ years Service code 53 · EIN 23-1706139 | Insurance Commissions | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,204 | $52,953-16.5% | $172,739-74.4% | $65,185-32.2% |
| Participation rate | 64.6% | 66.2%-1.5pp | 82.6%-18.0pp | 70.2%-5.6pp |
| Annual return | 19.98% | 30.12%-10.1pp | 802.84%-782.9pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,586 | $2,190-27.6% | $5,143-69.2% | $2,177-27.1% |
| Participant deferral / active EE | $2,894 | $2,471+17.1% | $5,198-44.3% | $3,514-17.7% |
| Admin fee / account holder | $42 | $472-91.1% | $13,954-99.7% | $847-95.0% |