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 INC2+ years Filed as: HORNOR TOWNSEND & KENT INC. Service code 55 600 DRESHER ROAD · HORSHAM, PA 19044 | Other Commissions | $38,744 |
CONSULTING ACTUARIAL GROUP, INC.2+ years Service code 13 · EIN 36-3392953 TWO NORTHFIELD PLAZA · NORTHFIELD, IL 60093 | Contract Administrator | $10,097 |
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 | $79,722 | $56,629+40.8% | $77,999+2.2% | $55,167+44.5% |
| Participation rate | 85.8% | 73.3%+12.5pp | 75.5%+10.3pp | 69.0%+16.8pp |
| Annual return | 7.06% | 2866.98%-2859.9pp | 425.96%-418.9pp | 169.23%-162.2pp |
| Employer contribution / active EE | $826 | $1,723-52.0% | $2,470-66.6% | $1,963-57.9% |
| Participant deferral / active EE | $5,210 | $2,777+87.6% | $3,497+49.0% | $3,054+70.6% |
| Admin fee / account holder | $4 | $467-99.2% | $5,480-99.9% | $504-99.2% |