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 INC3 years Service code 27 · EIN 23-1706189 | Advisory (Plan) | $12,160 |
SCHWARTZ LASSON HARRIS LTD3 years Filed as: SCHWARTZ, LASSON, HARRIS, LTD. Service code 16 · EIN 23-2391384 | Consulting | $7,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,638 |
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 | $47,801 | $54,573-12.4% | $90,951-47.4% | $73,488-35.0% |
| Participation rate | 82.0% | 61.2%+20.8pp | 69.0%+13.0pp | 70.7%+11.3pp |
| Annual return | 16.44% | 16.69%-0.2pp | 134.60%-118.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $766 | $991-22.8% | $2,122-63.9% | $2,270-66.3% |
| Participant deferral / active EE | $2,834 | $2,517+12.6% | $3,373-16.0% | $3,740-24.2% |
| Admin fee / account holder | $99 | $521-81.0% | $5,959-98.3% | $513-80.7% |