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 |
|---|---|---|
Filed as: HIGHLAND CONSULTING ASSOCIATES, IN Service code 27 · EIN 34-1753575 | Advisory (Plan) | $58,579 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,979 |
SIKICH LLP5 years Service code 10 · EIN 36-3168081 | Accounting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$59,973 |
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 | $82,127 | $185,342-55.7% | $111,297-26.2% | $86,799-5.4% |
| Participation rate | 92.9% | 81.0%+11.9pp | 77.3%+15.5pp | 72.3%+20.6pp |
| Annual return | 14.97% | 500.80%-485.8pp | 54.65%-39.7pp | 97.91%-82.9pp |
| Employer contribution / active EE | $2,234 | $2,246-0.5% | $2,731-18.2% | $2,405-7.1% |
| Participant deferral / active EE | $5,822 | $4,458+30.6% | $4,487+29.8% | $4,131+40.9% |
| Admin fee / account holder | $40 | $255-84.5% | $7,964-99.5% | $170-76.7% |