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) | $55,541 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,674 |
SIKICH LLP6 years Service code 10 · EIN 36-3168081 | Accounting | $13,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$51,076 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,808 | $72,254-7.5% | $86,677-22.9% | $64,808+3.1% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.6%+15.8pp | 71.5%+20.9pp |
| Annual return | -14.76% | 392.42%-407.2pp | 35.91%-50.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $2,760 | $2,393+15.3% | $2,836-2.7% | $2,506+10.1% |
| Participant deferral / active EE | $7,208 | $4,658+54.8% | $4,656+54.8% | $4,310+67.2% |
| Admin fee / account holder | $50 | $174-71.1% | $7,493-99.3% | $188-73.3% |