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 ASSOCIATES4+ 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 | $94,745 | $62,267+52.2% | $110,238-14.1% | $55,725+70.0% |
| Participation rate | 95.8% | 78.1%+17.7pp | 79.8%+16.0pp | 70.9%+24.9pp |
| Annual return | 21.66% | -1.07%+22.7pp | 314.74%-293.1pp | 244.93%-223.3pp |
| Employer contribution / active EE | $2,702 | $1,941+39.2% | $3,826-29.4% | $2,078+30.0% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $22 | $121-81.8% | $8,547-99.7% | $115-80.9% |