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 ASSOCIATES4+ years Filed as: HIGHLAND CONSULTING ASSOCIATES INC. Service code 16 · EIN 34-1753575 | Consulting | $33,915 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,398 |
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 | $66,698 | $62,267+7.1% | $110,238-39.5% | $55,725+19.7% |
| Participation rate | 99.0% | 78.1%+20.9pp | 79.8%+19.2pp | 70.9%+28.2pp |
| Annual return | -4.56% | -1.07%-3.5pp | 314.74%-319.3pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,113 | $1,941-42.7% | $3,826-70.9% | $2,078-46.4% |
| Participant deferral / active EE | $4,683 | $3,516+33.2% | $4,672+0.2% | $3,356+39.6% |
| Admin fee / account holder | $71 | $121-41.7% | $8,547-99.2% | $115-38.8% |