Filed May 2, 2000 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: HIGHLAND CONSULTING ASSOCIATES, IN Service code 16 · EIN 34-1753575 | Consulting | $37,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,107 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,560 | $76,050+24.3% | $96,544-2.1% | $71,457+32.3% |
| Participation rate | 99.4% | 74.4%+25.0pp | 76.0%+23.5pp | 67.9%+31.5pp |
| Annual return | 21.43% | 22.81%-1.4pp | 25.84%-4.4pp | 28.85%-7.4pp |
| Employer contribution / active EE | $2,484 | $2,244+10.7% | $2,965-16.2% | $2,588-4.0% |
| Participant deferral / active EE | $6,078 | $4,215+44.2% | $4,851+25.3% | $4,289+41.7% |
| Admin fee / account holder | $220 | $2,707-91.9% | $8,252-97.3% | $1,587-86.2% |