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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 13 · EIN 34-1753575 | Contract Administrator | $91,456 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,170 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $132,514 | $69,305+91.2% | $82,313+61.0% | $69,631+90.3% |
| Participation rate | 96.2% | 80.3%+16.0pp | 76.9%+19.3pp | 70.7%+25.5pp |
| Annual return | 18.37% | 21.47%-3.1pp | 25.88%-7.5pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $4,386 | $1,887+132.5% | $2,428+80.6% | $2,032+115.8% |
| Participant deferral / active EE | $6,054 | $3,568+69.7% | $3,706+63.4% | $3,224+87.8% |
| Admin fee / account holder | $29 | $97-70.3% | $5,608-99.5% | $110-73.9% |