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 ASSOCIATES6+ 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 | $108,141 | $78,419+37.9% | $133,956-19.3% | $73,409+47.3% |
| Participation rate | 94.8% | 78.6%+16.2pp | 79.8%+15.0pp | 72.2%+22.6pp |
| Annual return | 59.62% | 33.35%+26.3pp | 45.09%+14.5pp | 59.29%+0.3pp |
| Employer contribution / active EE | $1,689 | $2,044-17.4% | $3,919-56.9% | $2,234-24.4% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $15 | $161-90.8% | $8,927-99.8% | $158-90.6% |