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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.
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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 27 · EIN 34-1753575 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Advisory (Plan) | $34,097 |
USI CONSULTING GROUP4 years Filed as: USI CONSULTING GROUP, INC. Service code 65 · EIN 34-1213174 100 SUMMIT LAKE DRIVE · VALHALLA, NY 10595 | Account Maintenance | $20,657 |
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 P.O. BOX 419497 · BOSTON, MA 022419497 | Trustee (bank, trust company, or simi... | $17,638 |
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 | $205,142 | $79,171+159.1% | $102,423+100.3% | $74,495+175.4% |
| Participation rate | 92.3% | 74.8%+17.5pp | 76.5%+15.8pp | 67.2%+25.1pp |
| Annual return | 8.47% | 54.93%-46.5pp | 29.32%-20.9pp | 1364.94%-1356.5pp |
| Employer contribution / active EE | $14,410 | $2,362+510.0% | $3,023+376.6% | $2,623+449.4% |
| Participant deferral / active EE | $5,643 | $4,415+27.8% | $5,053+11.7% | $4,346+29.9% |
| Admin fee / account holder | $461 | $2,001-77.0% | $9,451-95.1% | $1,942-76.3% |