Filed July 25, 2006 (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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,970 |
HIGHLAND CONSULTING ASSOCIATES9+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $10,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,216 | $50,127-35.7% | $149,673-78.5% | $80,160-59.8% |
| Participation rate | 30.7% | 64.3%-33.6pp | 78.8%-48.0pp | 72.9%-42.2pp |
| Annual return | 22.02% | 29.82%-7.8pp | 134.42%-112.4pp | 40.38%-18.4pp |
| Employer contribution / active EE | $370 | $1,865-80.2% | $4,818-92.3% | $2,978-87.6% |
| Participant deferral / active EE | $1,396 | $3,194-56.3% | $5,680-75.4% | $5,017-72.2% |
| Admin fee / account holder | $159 | $153+4.0% | $13,210-98.8% | $145+9.5% |