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 |
|---|---|---|
HORNER TOWNSEND & KENT INC2 years Service code 15 · EIN 23-1706189 | Recordkeeping | $34,118 |
DFPG INVESTMENTS INC2 years Filed as: DFPG INVESTMENTS LLC Service code 15 · EIN 27-3648334 | Recordkeeping | $29,605 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,230 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $354,084 | $100,923+250.8% | $150,045+136.0% | $74,304+376.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 17.33% | 51.77%-34.4pp | 62.55%-45.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $12,245 | $3,463+253.6% | $4,693+160.9% | $2,241+446.4% |
| Participant deferral / active EE | $12,506 | $6,709+86.4% | $7,997+56.4% | $3,767+232.0% |
| Admin fee / account holder | $534 | $2,767-80.7% | $13,435-96.0% | $2,969-82.0% |