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 |
|---|---|---|
Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 · EIN 34-1753575 | Consulting | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,097 |
KENTNER SELLERS3 years Service code 10 · EIN 31-0787612 | Accounting | $7,425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,978 | $64,119+84.0% | $112,228+5.1% | $66,914+76.3% |
| Participation rate | 77.2% | 68.5%+8.8pp | 75.1%+2.2pp | 69.8%+7.4pp |
| Annual return | -18.54% | -13.81%-4.7pp | 27.45%-46.0pp | 1.58%-20.1pp |
| Employer contribution / active EE | $3,108 | $3,005+3.4% | $3,635-14.5% | $2,544+22.1% |
| Participant deferral / active EE | $8,748 | $3,693+136.9% | $4,728+85.0% | $4,237+106.5% |
| Admin fee / account holder | $392 | $625-37.2% | $6,410-93.9% | $593-33.9% |