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 INC4 years Service code 27 · EIN 23-1706189 | Advisory (Plan) | $14,489 |
SCHWARTZ LASSON HARRIS LTD4 years Filed as: SCHWARTZ, LASSON, HARRIS, LTD. Service code 16 · EIN 23-2391384 | Consulting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,569 | $59,263-16.4% | $96,562-48.7% | $79,386-37.6% |
| Participation rate | 83.6% | 61.9%+21.7pp | 69.8%+13.8pp | 70.7%+12.9pp |
| Annual return | 12.61% | 27.07%-14.5pp | 37.78%-25.2pp | 116.85%-104.2pp |
| Employer contribution / active EE | $864 | $1,216-29.0% | $2,356-63.3% | $2,427-64.4% |
| Participant deferral / active EE | $3,438 | $2,948+16.6% | $3,849-10.7% | $4,046-15.0% |
| Admin fee / account holder | $118 | $658-82.1% | $6,181-98.1% | $626-81.2% |