Filed February 1, 2001
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,358 |
HIGHLAND CONSULTING ASSOCIATES11+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 16 · EIN 34-1753575 | Consulting | $25,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,165 | $56,767+25.4% | $101,794-30.1% | $85,563-16.8% |
| Participation rate | 46.0% | 57.6%-11.6pp | 69.2%-23.1pp | 66.0%-19.9pp |
| Annual return | 15.05% | 17.76%-2.7pp | 30.53%-15.5pp | 31.51%-16.5pp |
| Employer contribution / active EE | $312 | $1,112-72.0% | $2,289-86.4% | $2,654-88.3% |
| Participant deferral / active EE | $1,864 | $2,720-31.5% | $4,084-54.4% | $4,375-57.4% |
| Admin fee / account holder | $181 | $1,098-83.5% | $8,777-97.9% | $834-78.3% |