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 9-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 ASSOCIATES9+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $219,383 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS Service code 19 · EIN 13-1423090 | Securities Custodian | $63,876 |
Service code 14 · EIN 62-1116095 | Plan Administrator | $34,715 |
REYNOLDS CONSULTING SERVICES9+ years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $30,549 |
WILMINGTON TRUST9+ years Service code 19 · EIN 16-0538020 | Securities Custodian | $29,156 |
DANIELS, IRWIN & AYLOR7 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 | Accounting | $18,825 |
Filed as: QUINN, CONNOR, WEAVER & DAVIES Service code 29 · EIN 45-1444874 | Legal | $13,460 |
Filed as: THE YOUNGDAHL LAW FIRM PC Service code 29 4203 MONTROSE BLVD, SUITE 280 · HOUSTON, TX 77006 | Legal | $6,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $111,754-100.0% | $103,333-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | -105.71% | 24.77%-130.5pp | 24.88%-130.6pp | 561.29%-667.0pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |