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 | $459,782 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,633 | $122,693-16.4% | $184,203-44.3% | $199,593-48.6% |
| Participation rate | 97.7% | 86.8%+10.9pp | 86.8%+10.8pp | 72.0%+25.7pp |
| Annual return | 14.66% | 143.91%-129.2pp | 28.81%-14.1pp | 34.25%-19.6pp |
| Employer contribution / active EE | $2,642 | $4,584-42.4% | $6,427-58.9% | $3,034-12.9% |
| Participant deferral / active EE | $7,899 | $7,990-1.1% | $9,131-13.5% | $5,087+55.3% |
| Admin fee / account holder | $72 | $121-40.2% | $13,901-99.5% | $269-73.2% |