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 | $71,247 |
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $13,332 |
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 | $35,016 | $50,815-31.1% | $155,509-77.5% | $77,643-54.9% |
| Participation rate | 35.0% | 63.1%-28.1pp | 78.2%-43.2pp | 70.6%-35.6pp |
| Annual return | 15.38% | 34.80%-19.4pp | 64.67%-49.3pp | 31.24%-15.9pp |
| Employer contribution / active EE | $420 | $1,993-78.9% | $4,672-91.0% | $2,726-84.6% |
| Participant deferral / active EE | $1,695 | $2,822-39.9% | $5,626-69.9% | $4,647-63.5% |
| Admin fee / account holder | $180 | $437-58.8% | $15,912-98.9% | $430-58.2% |