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 10-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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $20,470 |
HORNOR TOWNSEND & KENT INC2+ years Filed as: HORNOR, TOWNSEND & KENT Service code 33 · EIN 23-1706189 | Securities brokerage commissions and ... | $0 |
SECURITIES AMERICA INC2+ years Filed as: SECURITIES AMERICA, INC. Service code 33 · EIN 11-2551174 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,153 | $37,213+85.8% | $156,549-55.8% | $63,975+8.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 84.0%+16.0pp | 71.1%+28.9pp |
| Annual return | 5.27% | 47.89%-42.6pp | 32.23%-27.0pp | 48.65%-43.4pp |
| Employer contribution / active EE | $3,959 | $1,357+191.8% | $5,501-28.0% | $2,182+81.5% |
| Participant deferral / active EE | $4,546 | $2,070+119.6% | $4,871-6.7% | $3,356+35.5% |
| Admin fee / account holder | $10 | $56-82.8% | $13,027-99.9% | $70-86.3% |