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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,928 |
Filed as: HIGHLAND CAPITAL ADVISORS Service code 27 · EIN 20-4284376 | Advisory (Plan) | $15,000 |
Service code 27 · EIN 27-4316789 | Advisory (Plan) | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,455 | $73,933+45.3% | $96,683+11.1% | $75,163+43.0% |
| Participation rate | 97.6% | 66.4%+31.2pp | 74.3%+23.3pp | 67.2%+30.5pp |
| Annual return | 16.81% | 26.70%-9.9pp | 35.69%-18.9pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,816 | $2,928-3.8% | $3,737-24.6% | $2,670+5.5% |
| Participant deferral / active EE | $10,176 | $3,659+178.1% | $4,878+108.6% | $4,125+146.7% |
| Admin fee / account holder | $323 | $5,216-93.8% | $6,730-95.2% | $5,651-94.3% |