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 ASSOCIATES5+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 26 GORDON BUILDING, SUITE 350 · CLEVELAND, OH 44145 | Advisory (Participants) | $8,000 |
Annual investment return 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 | $99,442 | $86,332+15.2% | $125,175-20.6% | $65,185+52.6% |
| Participation rate | 95.5% | 75.3%+20.2pp | 79.8%+15.8pp | 70.2%+25.3pp |
| Annual return | 9.96% | 27.43%-17.5pp | 43.79%-33.8pp | 29.38%-19.4pp |
| Employer contribution / active EE | $3,503 | $2,040+71.7% | $3,865-9.4% | $2,177+60.9% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $21 | $609-96.5% | $9,702-99.8% | $847-97.5% |