Filed July 6, 2001
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: HORNOR TOWNSEND AND KENT INC Service code 53 · EIN 23-1706189 | Insurance Commissions | $23,937 |
LFA LIMITED LIABILITY CO1 year Service code 53 · EIN 35-2111013 | Insurance Commissions | $6,712 |
Service code 49 · EIN 04-1590850 | Other Services | $4,537 |
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 13-3963293 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
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 | $120,590 | $66,302+81.9% | $110,238+9.4% | $56,287+114.2% |
| Participation rate | 99.3% | 74.9%+24.3pp | 79.8%+19.4pp | 69.9%+29.4pp |
| Annual return | -3.95% | -1.18%-2.8pp | 314.74%-318.7pp | -9.96%+6.0pp |
| Employer contribution / active EE | $6,180 | $2,047+201.9% | $3,826+61.5% | $2,111+192.8% |
| Participant deferral / active EE | $4,515 | $3,381+33.5% | $4,672-3.4% | $3,350+34.8% |
| Admin fee / account holder | $31 | $698-95.6% | $8,547-99.6% | $521-94.1% |