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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 15 · EIN 34-1753575 | Recordkeeping | $28,000 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $20,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,207 | $33,232-9.1% | $71,796-57.9% | $63,975-52.8% |
| Participation rate | 51.3% | 60.1%-8.8pp | 69.1%-17.8pp | 71.1%-19.8pp |
| Annual return | 8.31% | 11.99%-3.7pp | 78.04%-69.7pp | 48.65%-40.3pp |
| Employer contribution / active EE | $223 | $723-69.2% | $1,924-88.4% | $2,182-89.8% |
| Participant deferral / active EE | $1,289 | $1,604-19.6% | $2,794-53.9% | $3,356-61.6% |
| Admin fee / account holder | $81 | $63+28.3% | $4,815-98.3% | $70+15.7% |