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 ASSOCIATES3+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC Service code 16 · EIN 34-1753575 | Consulting | $37,513 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,598 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,979 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $62,652 | $69,305-9.6% | $82,313-23.9% | $69,631-10.0% |
| Participation rate | 81.1% | 80.3%+0.9pp | 76.9%+4.2pp | 70.7%+10.4pp |
| Annual return | 15.62% | 21.47%-5.9pp | 25.88%-10.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $2,807 | $1,887+48.8% | $2,428+15.6% | $2,032+38.1% |
| Participant deferral / active EE | $3,551 | $3,568-0.5% | $3,706-4.2% | $3,224+10.2% |
| Admin fee / account holder | $57 | $97-40.9% | $5,608-99.0% | $110-48.0% |