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 42-0127290 | Contract Administrator | $88,631 |
HORNOR TOWNSEND & KENT INC2 years Service code 49 · EIN 23-1706189 | Other Services | $5,076 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,214 | $73,102-34.0% | $123,544-61.0% | $56,287-14.3% |
| Participation rate | 95.1% | 74.3%+20.8pp | 82.3%+12.8pp | 69.9%+25.3pp |
| Annual return | -4.45% | 3.01%-7.5pp | 119.20%-123.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,407 | $2,977-52.7% | $4,628-69.6% | $2,111-33.3% |
| Participant deferral / active EE | $5,592 | $5,423+3.1% | $6,426-13.0% | $3,350+66.9% |
| Admin fee / account holder | $327 | $554-40.9% | $9,284-96.5% | $521-37.2% |