Filed February 10, 2021
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 |
|---|---|---|
WESTMINSTER CONSULTING, LLC2 years Filed as: WESTMINSTER CONSULTING Service code 17 · EIN 45-3679779 | Pension Consulting | $23,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,342 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,384 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,864 | $75,388-4.7% | $123,544-41.8% | $55,725+29.0% |
| Participation rate | 96.2% | 75.7%+20.5pp | 82.3%+13.9pp | 70.9%+25.3pp |
| Annual return | -4.25% | 4.48%-8.7pp | 119.20%-123.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $397 | $3,063-87.0% | $4,628-91.4% | $2,078-80.9% |
| Participant deferral / active EE | $7,739 | $5,651+37.0% | $6,426+20.4% | $3,356+130.6% |
| Admin fee / account holder | $80 | $120-33.3% | $9,284-99.1% | $115-30.6% |