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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES7+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 13 · EIN 34-1753575 | Contract Administrator | $61,742 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,907 |
BDO USA, LLP3 years Filed as: BDO USA, LLC Service code 10 · EIN 13-5381590 | Accounting | $20,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,701 | $185,342-13.8% | $111,297+43.5% | $86,799+84.0% |
| Participation rate | 96.4% | 81.0%+15.4pp | 77.3%+19.0pp | 72.3%+24.1pp |
| Annual return | 13.73% | 500.80%-487.1pp | 54.65%-40.9pp | 97.91%-84.2pp |
| Employer contribution / active EE | $5,086 | $2,246+126.5% | $2,731+86.2% | $2,405+111.5% |
| Participant deferral / active EE | $7,508 | $4,458+68.4% | $4,487+67.3% | $4,131+81.7% |
| Admin fee / account holder | $47 | $255-81.7% | $7,964-99.4% | $170-72.4% |