See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $98,801 |
HORNOR TOWNSEND & KENT INC3 years Service code 49 · EIN 23-1706189 | Other Services | $7,473 |
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 | $54,022 | $88,122-38.7% | $141,162-61.7% | $67,579-20.1% |
| Participation rate | 96.1% | 76.5%+19.7pp | 82.5%+13.7pp | 71.3%+24.9pp |
| Annual return | 23.00% | 75.40%-52.4pp | 71.39%-48.4pp | 378.56%-355.6pp |
| Employer contribution / active EE | $1,304 | $3,224-59.6% | $4,735-72.5% | $2,148-39.3% |
| Participant deferral / active EE | $5,768 | $5,958-3.2% | $6,709-14.0% | $3,539+63.0% |
| Admin fee / account holder | $322 | $131+145.9% | $10,261-96.9% | $142+126.2% |