Filed August 28, 2009 (most recent of 4 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 ASSOCIATES, INC. Service code 26 · EIN 63-0955503 | Advisory (Participants) | $59,167 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,975 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,342 | $73,283-23.1% | $155,567-63.8% | $106,408-47.1% |
| Participation rate | 75.5% | 73.3%+2.2pp | 78.2%-2.7pp | 69.9%+5.6pp |
| Annual return | 13.81% | 15.76%-1.9pp | 64.74%-50.9pp | 17.37%-3.6pp |
| Employer contribution / active EE | $4,571 | $2,241+104.0% | $4,674-2.2% | $3,361+36.0% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $5,628-100.0% | $5,567-100.0% |
| Admin fee / account holder | $4 | $56-92.2% | $15,916-100.0% | $79-94.5% |