Filed January 15, 2025 (most recent of 4 filings on file)
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 5-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $531,967 |
Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 16 · EIN 20-4284376 | Consulting | $75,000 |
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 | $114,943 | $160,882-28.6% | $200,582-42.7% | $102,872+11.7% |
| Participation rate | 94.9% | 91.2%+3.7pp | 86.9%+8.0pp | 73.0%+21.9pp |
| Annual return | 16.95% | 18.15%-1.2pp | 42.33%-25.4pp | 19.06%-2.1pp |
| Employer contribution / active EE | $2,713 | $5,602-51.6% | $6,419-57.7% | $3,526-23.1% |
| Participant deferral / active EE | $7,622 | $9,300-18.0% | $9,331-18.3% | $5,535+37.7% |
| Admin fee / account holder | $82 | $125-34.2% | $16,305-99.5% | $292-71.9% |