Filed February 28, 1996
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 INC Service code 16 159 CROCKER PARK BLVD, SUITE 350 · CLEVELAND, OH 44145 | Consulting | $60,000 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $23,118 |
THOMPSON HINE1 year Service code 29 1919 M STREET NW · WASHINGTON, DC 20036 | Legal | $15,796 |
FLAGEL HUBER FLAGEL4+ years Service code 10 3400 SOUTH DIXIE DRIVE · DAYTON, OH 45439 | Accounting | $12,150 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,514 | $78,852-0.4% | $76,768+2.3% | $75,289+4.3% |
| Participation rate | 56.6% | 85.0%-28.4pp | 77.0%-20.4pp | 72.4%-15.9pp |
| Annual return | -2.83% | -1.29%-1.5pp | 2.43%-5.3pp | -0.04%-2.8pp |
| Employer contribution / active EE | $1,607 | $2,794-42.5% | $2,485-35.3% | $2,405-33.2% |
| Participant deferral / active EE | $3,041 | $4,800-36.7% | $3,852-21.1% | $3,739-18.7% |
| Admin fee / account holder | $103 | $79+30.4% | $6,675-98.5% | $102+0.7% |