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 INC4+ years Filed as: HORNOR TOWNSEND & KENT INC. Service code 55 600 DRESHER ROAD · HORSHAM, PA 19044 | Other Commissions | $42,060 |
CONSULTING ACTUARIAL GROUP, INC.4+ years Service code 13 · EIN 36-3392953 TWO NORTHFIELD PLAZA · NORTHFIELD, IL 60093 | Contract Administrator | $10,000 |
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 | $92,060 | $58,083+58.5% | $80,019+15.0% | $56,287+63.6% |
| Participation rate | 89.3% | 73.6%+15.7pp | 75.8%+13.4pp | 69.9%+19.4pp |
| Annual return | -6.58% | 34.61%-41.2pp | 11.22%-17.8pp | -9.96%+3.4pp |
| Employer contribution / active EE | $912 | $1,932-52.8% | $2,468-63.0% | $2,111-56.8% |
| Participant deferral / active EE | $6,386 | $3,135+103.7% | $3,686+73.3% | $3,350+90.7% |
| Admin fee / account holder | $85 | $623-86.3% | $6,521-98.7% | $521-83.6% |