Filed January 22, 1998
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 CAPITAL ADVISORS LLC Service code 16 · EIN 20-4284376 | Consulting | $22,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,610 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,704 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $32,886 | $62,928-47.7% | $172,739-81.0% | $67,579-51.3% |
| Participation rate | 89.0% | 64.5%+24.5pp | 82.6%+6.3pp | 71.3%+17.7pp |
| Annual return | 27.00% | 30.36%-3.4pp | 802.84%-775.8pp | 378.56%-351.6pp |
| Employer contribution / active EE | $2,062 | $1,636+26.0% | $5,143-59.9% | $2,148-4.0% |
| Participant deferral / active EE | $3,042 | $2,145+41.8% | $5,198-41.5% | $3,539-14.0% |
| Admin fee / account holder | $49 | $167-70.9% | $13,954-99.7% | $142-65.9% |