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 ASSOCIATES4+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 13 · EIN 34-1753575 | Contract Administrator | $52,974 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,205 |
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 | $124,763 | $65,118+91.6% | $76,768+62.5% | $55,725+123.9% |
| Participation rate | 96.5% | 79.6%+16.9pp | 77.0%+19.6pp | 70.9%+25.7pp |
| Annual return | -4.46% | -1.27%-3.2pp | 2.43%-6.9pp | 244.93%-249.4pp |
| Employer contribution / active EE | $4,878 | $1,941+151.3% | $2,485+96.3% | $2,078+134.7% |
| Participant deferral / active EE | $6,716 | $3,688+82.1% | $3,852+74.4% | $3,356+100.1% |
| Admin fee / account holder | $36 | $116-68.5% | $6,675-99.5% | $115-68.3% |