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 INC5+ years Filed as: HORNOR TOWNSEND & KENT INC. Service code 55 | Other Commissions | $43,680 |
CONSULTING ACTUARIAL GROUP, INC.5+ years Service code 13 · EIN 36-3392953 | Contract Administrator | $10,000 |
CUKIERSKI AND KOWAL LLC5+ years Filed as: CUKIERSKI & KOWAL LLC Service code 10 · EIN 36-4239322 | Accounting | $7,500 |
Filed as: HORNOR TOWNSEND & KENT LLC Service code 55 600 DRESHER ROAD · HORSHAM, PA 19044 | Other Commissions | $0 |
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 | $110,966 | $66,310+67.3% | $93,606+18.5% | $65,185+70.2% |
| Participation rate | 79.2% | 74.0%+5.2pp | 75.8%+3.4pp | 70.2%+9.0pp |
| Annual return | 18.98% | 42.58%-23.6pp | 32.76%-13.8pp | 29.38%-10.4pp |
| Employer contribution / active EE | $892 | $2,012-55.7% | $2,718-67.2% | $2,177-59.0% |
| Participant deferral / active EE | $6,189 | $3,342+85.2% | $4,069+52.1% | $3,514+76.1% |
| Admin fee / account holder | $64 | $6,897-99.1% | $7,888-99.2% | $847-92.5% |