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 |
|---|---|---|
HORNOR TOWNSEND & KENT INC2+ years Filed as: HORNOR TOWNSEND AND KENT Service code 55 600 DRESSHER ROAD · HORSHAM, CA 19044 | Other Commissions | $47,937 |
CONSULTING ACTUARIAL GROUP, INC.2+ years Service code 13 · EIN 36-3392953 | Contract Administrator | $10,000 |
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,494 | $39,859+51.8% | $78,689-23.1% | $57,658+4.9% |
| Participation rate | 43.5% | 66.1%-22.6pp | 73.6%-30.1pp | 70.2%-26.7pp |
| Annual return | 7.37% | 18.96%-11.6pp | 62.18%-54.8pp | 5.13%+2.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,851-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,420 | $2,248+52.1% | $3,517-2.8% | $3,061+11.7% |
| Admin fee / account holder | $18 | $76-76.1% | $4,510-99.6% | $95-80.8% |