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 ASSOCIATES3+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 26 GORDON BUILDING, SUITE 350 · CLEVELAND, OH 44145 | Advisory (Participants) | $8,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,649 | $71,192+41.4% | $117,854-14.6% | $62,292+61.6% |
| Participation rate | 89.6% | 74.2%+15.4pp | 79.7%+10.0pp | 69.5%+20.1pp |
| Annual return | 20.76% | 18.66%+2.1pp | 335.08%-314.3pp | 28.90%-8.1pp |
| Employer contribution / active EE | $3,734 | $1,934+93.1% | $3,786-1.4% | $2,042+82.9% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $28 | $587-95.2% | $8,020-99.7% | $479-94.2% |