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 | $45,621 |
THOMPSON HINE4 years Service code 29 1919 M STREET NW · WASHINGTON, DC 20036 | Legal | $16,318 |
FLAGEL HUBER FLAGEL7+ years Service code 10 3400 SOUTH DIXIE DRIVE · DAYTON, OH 45439 | Accounting | $13,375 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,689 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $1 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,864 | $144,996-21.5% | $111,297+2.3% | $93,030+22.4% |
| Participation rate | 50.2% | 86.2%-35.9pp | 77.3%-27.1pp | 73.9%-23.7pp |
| Annual return | 14.10% | 18.26%-4.2pp | 54.65%-40.6pp | 158.70%-144.6pp |
| Employer contribution / active EE | $683 | $3,056-77.6% | $2,731-75.0% | $2,706-74.8% |
| Participant deferral / active EE | $3,115 | $5,587-44.2% | $4,487-30.6% | $4,562-31.7% |
| Admin fee / account holder | $96 | $103-7.1% | $7,964-98.8% | $152-36.6% |