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 |
|---|---|---|
Filed as: HORNOR TOWNSEND&KENT INC Service code 27 · EIN 23-1706189 | Advisory (Plan) | $10,911 |
Service code 16 · EIN 23-2391384 | Consulting | $6,335 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,319 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,341 | $49,138-19.9% | $84,015-53.2% | $65,185-39.6% |
| Participation rate | 82.4% | 60.7%+21.7pp | 69.0%+13.4pp | 70.2%+12.2pp |
| Annual return | 23.24% | 23.00%+0.2pp | 71.31%-48.1pp | 29.38%-6.1pp |
| Employer contribution / active EE | $691 | $914-24.4% | $1,983-65.2% | $2,177-68.3% |
| Participant deferral / active EE | $2,399 | $2,397+0.1% | $3,239-25.9% | $3,514-31.7% |
| Admin fee / account holder | $90 | $543-83.4% | $6,101-98.5% | $847-89.4% |