Filed December 28, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 · EIN 34-1753575 | Consulting | $40,771 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,791 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$42,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $485,225 | $63,905+659.3% | $74,183+554.1% | $57,658+741.6% |
| Participation rate | 3.9% | 79.8%-75.9pp | 76.6%-72.7pp | 70.2%-66.3pp |
| Annual return | 8.58% | 60.60%-52.0pp | 17.74%-9.2pp | 5.13%+3.4pp |
| Employer contribution / active EE | $2,693 | $1,840+46.3% | $2,370+13.6% | $1,974+36.4% |
| Participant deferral / active EE | $3,216 | $3,448-6.7% | $3,550-9.4% | $3,061+5.1% |
| Admin fee / account holder | $248 | $91+172.0% | $5,586-95.6% | $95+162.0% |