Filed August 30, 2005
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 |
|---|---|---|
Filed as: HIGHLAND CONSULTING Service code 28 · EIN 34-1753575 | Investment Management | $15,000 |
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 | $100,902 | $70,083+44.0% | $59,878+68.5% | $55,725+81.1% |
| Participation rate | 99.3% | 78.4%+21.0pp | 74.7%+24.6pp | 70.9%+28.5pp |
| Annual return | -2.32% | 3.13%-5.4pp | 3.46%-5.8pp | 244.93%-247.2pp |
| Employer contribution / active EE | $5,697 | $2,878+97.9% | $2,722+109.3% | $2,078+174.1% |
| Participant deferral / active EE | $3,699 | $3,079+20.1% | $3,402+8.7% | $3,356+10.2% |
| Admin fee / account holder | $11 | $70-85.0% | $3,590-99.7% | $115-90.8% |