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 | -$243,534 |
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 | $167,005 | $95,918+74.1% | $151,611+10.2% | $77,904+114.4% |
| Participation rate | 97.1% | 88.7%+8.3pp | 87.5%+9.6pp | 73.7%+23.4pp |
| Annual return | -14.45% | -5.50%-8.9pp | 3.33%-17.8pp | 12.21%-26.7pp |
| Employer contribution / active EE | $8,088 | $4,330+86.8% | $6,166+31.2% | $2,848+184.0% |
| Participant deferral / active EE | $7,552 | $7,508+0.6% | $8,363-9.7% | $4,806+57.1% |
| Admin fee / account holder | $33 | $93-64.6% | $11,616-99.7% | $133-75.1% |