Filed April 9, 2007 (most recent of 2 filings on file)
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 10-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 16 · EIN 34-1753575 | Consulting | $30,373 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,772 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,314 | $57,096+9.1% | $94,224-33.9% | $55,191+12.9% |
| Participation rate | 99.5% | 75.7%+23.8pp | 78.8%+20.7pp | 69.2%+30.3pp |
| Annual return | 2.48% | 159.65%-157.2pp | 10.68%-8.2pp | 10.78%-8.3pp |
| Employer contribution / active EE | $833 | $1,708-51.2% | $3,587-76.8% | $1,899-56.1% |
| Participant deferral / active EE | $3,492 | $3,165+10.3% | $4,320-19.2% | $3,046+14.6% |
| Admin fee / account holder | $64 | $89-28.0% | $6,269-99.0% | $91-29.3% |