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 |
FINDLEY1 year Service code 16 · EIN 34-1213174 | Consulting | $8,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$92,193 |
Form 5500 reported that benefits due were not provided when due.
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 | $165,082 | $95,776+72.4% | $162,163+1.8% | $77,787+112.2% |
| Participation rate | 99.2% | 88.6%+10.5pp | 87.6%+11.6pp | 73.2%+25.9pp |
| Annual return | 20.47% | 37.03%-16.6pp | 115.59%-95.1pp | 32.57%-12.1pp |
| Employer contribution / active EE | $8,209 | $3,874+111.9% | $5,614+46.2% | $2,504+227.8% |
| Participant deferral / active EE | $6,504 | $6,125+6.2% | $7,298-10.9% | $3,967+64.0% |
| Admin fee / account holder | $55 | $88-37.7% | $10,843-99.5% | $100-45.4% |