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 | $25,037 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,844 |
SCHNEIDER DOWNS & CO., INC.2 years Service code 10 · EIN 25-1408703 | Accounting | $11,983 |
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 | $125,446 | $84,948+47.7% | $70,449+78.1% | $73,409+70.9% |
| Participation rate | 97.2% | 79.9%+17.3pp | 75.1%+22.2pp | 72.2%+25.0pp |
| Annual return | 10.77% | 13.39%-2.6pp | 109.03%-98.3pp | 59.29%-48.5pp |
| Employer contribution / active EE | $4,952 | $2,834+74.8% | $2,737+81.0% | $2,234+121.7% |
| Participant deferral / active EE | $3,702 | $3,387+9.3% | $3,709-0.2% | $3,805-2.7% |
| Admin fee / account holder | $76 | $98-22.2% | $3,845-98.0% | $158-51.6% |