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 | $33,492 |
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 · EIN 34-1753575 | Consulting | $26,218 |
CROWE LLP4+ years Filed as: CROWE HORWATH LLP Service code 16 · EIN 35-0921680 | Consulting | $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 | $143,541 | $55,449+158.9% | $83,848+71.2% | $56,287+155.0% |
| Participation rate | 74.8% | 68.0%+6.8pp | 76.1%-1.3pp | 69.9%+4.9pp |
| Annual return | -5.22% | -1.38%-3.8pp | 850.88%-856.1pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,589 | $2,430+6.5% | $3,631-28.7% | $2,111+22.7% |
| Participant deferral / active EE | $6,349 | $2,935+116.3% | $4,082+55.5% | $3,350+89.5% |
| Admin fee / account holder | $572 | $656-12.8% | $5,478-89.6% | $521+9.8% |