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 ASSOCIATES3+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC. Service code 16 · EIN 34-1753575 | Consulting | $32,229 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,084 |
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 | $76,968 | $71,666+7.4% | $117,854-34.7% | $69,631+10.5% |
| Participation rate | 99.0% | 77.5%+21.5pp | 79.7%+19.4pp | 70.7%+28.3pp |
| Annual return | 17.31% | 18.86%-1.5pp | 335.08%-317.8pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $1,006 | $1,889-46.8% | $3,786-73.4% | $2,032-50.5% |
| Participant deferral / active EE | $4,279 | $3,340+28.1% | $4,482-4.5% | $3,224+32.7% |
| Admin fee / account holder | $69 | $120-42.4% | $8,020-99.1% | $110-37.2% |