Filed January 16, 2007 (most recent of 3 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 |
|---|---|---|
Filed as: HIGHLAND CONSULTING Service code 11 · EIN 34-1753575 | Actuarial | $40,997 |
Service code 29 · EIN 34-6596918 | Legal | $29,834 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,869 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,276 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $13,500 |
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 | $59,760 | $63,905-6.5% | $74,183-19.4% | $57,658+3.6% |
| Participation rate | 99.1% | 79.8%+19.4pp | 76.6%+22.5pp | 70.2%+28.9pp |
| Annual return | 6.89% | 60.60%-53.7pp | 17.74%-10.8pp | 5.13%+1.8pp |
| Employer contribution / active EE | $4,781 | $1,840+159.8% | $2,370+101.7% | $1,974+142.2% |
| Participant deferral / active EE | $3,084 | $3,448-10.6% | $3,550-13.1% | $3,061+0.8% |
| Admin fee / account holder | $123 | $91+35.1% | $5,586-97.8% | $95+30.2% |