Filed September 13, 2006 (most recent of 5 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 16 · EIN 34-1753575 | Consulting | $120,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$332,679 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,734 | $122,693+48.1% | $184,203-1.3% | $199,593-8.9% |
| Participation rate | 97.4% | 86.8%+10.7pp | 86.8%+10.6pp | 72.0%+25.5pp |
| Annual return | 15.26% | 143.91%-128.7pp | 28.81%-13.6pp | 34.25%-19.0pp |
| Employer contribution / active EE | $8,989 | $4,584+96.1% | $6,427+39.9% | $3,034+196.3% |
| Participant deferral / active EE | $8,311 | $7,990+4.0% | $9,131-9.0% | $5,087+63.4% |
| Admin fee / account holder | $28 | $121-77.0% | $13,901-99.8% | $269-89.7% |