Filed December 22, 2025 (most recent of 5 filings on file)
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 ASSOCIATES1+ years Service code 17 · EIN 34-1753575 | Pension Consulting | $28,527 |
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 | $45,342 | $37,039+22.4% | $147,614-69.3% | $59,188-23.4% |
| Participation rate | 77.7% | 63.8%+13.9pp | 84.6%-6.9pp | 69.4%+8.3pp |
| Annual return | 1.02% | 7.19%-6.2pp | 61.98%-61.0pp | 5.51%-4.5pp |
| Employer contribution / active EE | $1,682 | $1,353+24.3% | $5,564-69.8% | $2,098-19.8% |
| Participant deferral / active EE | $2,526 | $2,094+20.6% | $4,895-48.4% | $3,265-22.6% |
| Admin fee / account holder | $4 | $60-92.6% | $11,611-100.0% | $92-95.1% |