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 27 · EIN 34-1753575 | Advisory (Plan) | $30,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $15,535 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,096 | $79,171+25.2% | $102,423-3.2% | $74,495+33.0% |
| Participation rate | 98.9% | 74.8%+24.1pp | 76.5%+22.4pp | 67.2%+31.7pp |
| Annual return | 14.92% | 54.93%-40.0pp | 29.32%-14.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,381 | $2,362+0.8% | $3,023-21.2% | $2,623-9.2% |
| Participant deferral / active EE | $6,263 | $4,415+41.8% | $5,053+23.9% | $4,346+44.1% |
| Admin fee / account holder | $218 | $2,001-89.1% | $9,451-97.7% | $1,942-88.8% |