Filed December 31, 1998
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 8-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 ASSOCIATES1+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 26 GORDON BUILDING, SUITE 350 · CLEVELAND, OH 44145 | Advisory (Participants) | $8,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,285 | $57,108+77.4% | $94,224+7.5% | $52,331+93.5% |
| Participation rate | 97.9% | 72.9%+25.0pp | 78.8%+19.1pp | 68.1%+29.8pp |
| Annual return | 21.22% | 1.47%+19.8pp | 10.68%+10.5pp | 4.54%+16.7pp |
| Employer contribution / active EE | $11,843 | $1,735+582.5% | $3,587+230.2% | $1,882+529.4% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $38 | $546-93.0% | $6,269-99.4% | $592-93.5% |