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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,960 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 · EIN 34-1753575 | Consulting | $18,868 |
CROWE LLP2 years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $9,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $153,693 | $58,726+161.7% | $92,233+66.6% | $62,292+146.7% |
| Participation rate | 73.5% | 68.3%+5.1pp | 76.5%-3.0pp | 69.5%+3.9pp |
| Annual return | 15.48% | 43.62%-28.1pp | 176.28%-160.8pp | 28.90%-13.4pp |
| Employer contribution / active EE | $2,534 | $2,392+6.0% | $3,679-31.1% | $2,042+24.1% |
| Participant deferral / active EE | $5,927 | $2,766+114.3% | $3,897+52.1% | $3,169+87.0% |
| Admin fee / account holder | $517 | $556-7.1% | $5,194-90.1% | $479+7.8% |