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 |
|---|---|---|
HORNOR TOWNSEND & KENT INC1+ years Filed as: HORNOR, TOWNSEND & KENT Service code 27 500 LINDEN OAKS · ROCHESTER, NY 14625 | Advisory (Plan) | $0 |
NORTHEAST BENEFIT SERVICES, INC.1+ years Service code 24 1200 JEFFERSON ROAD, STE 302 · ROCHESTER, NY 14623 | Discretionary Trustee | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,424 | $50,464-59.5% | $75,781-73.0% | $52,331-61.0% |
| Participation rate | 75.7% | 66.8%+8.9pp | 75.8%-0.1pp | 68.1%+7.6pp |
| Annual return | -0.59% | 1.03%-1.6pp | 9.68%-10.3pp | 4.54%-5.1pp |
| Employer contribution / active EE | $538 | $1,988-73.0% | $3,323-83.8% | $1,882-71.4% |
| Participant deferral / active EE | $2,461 | $2,570-4.3% | $3,651-32.6% | $3,022-18.6% |
| Admin fee / account holder | $61 | $1,103-94.5% | $5,299-98.9% | $592-89.7% |