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 |
|---|---|---|
Filed as: HIGHLAND CONSULTING ASSOCIATES, IN Service code 27 · EIN 34-1753575 | Advisory (Plan) | $47,753 |
SIKICH LLP4 years Service code 10 · EIN 36-3168081 | Accounting | $13,000 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,463 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$50,951 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,027 | $79,519-5.6% | $95,952-21.8% | $73,409+2.2% |
| Participation rate | 97.1% | 81.2%+16.0pp | 77.1%+20.1pp | 72.2%+25.0pp |
| Annual return | 17.50% | 19.20%-1.7pp | 91.61%-74.1pp | 59.29%-41.8pp |
| Employer contribution / active EE | $2,376 | $2,048+16.0% | $2,541-6.5% | $2,234+6.4% |
| Participant deferral / active EE | $5,385 | $4,138+30.1% | $4,167+29.2% | $3,805+41.5% |
| Admin fee / account holder | $28 | $184-85.1% | $6,795-99.6% | $158-82.6% |