Filed March 2, 2010
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 37 · EIN 04-2647786 | Loan Processing | $32,349 |
OUM & CO. LLP1+ years Filed as: OUM & CO LLP Service code 10 · EIN 94-2682998 | Accounting | $25,574 |
SKP1+ years Service code 10 · EIN 13-3367751 | Accounting | $14,000 |
WESTMINSTER CONSULTING, LLC1+ years Service code 17 · EIN 45-3679779 | Pension Consulting | $10,722 |
HEWITT ASSOCIATES LLC1+ years Service code 17 · EIN 22-2232264 | Pension Consulting | $7,490 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,301 | $67,505-35.9% | $105,218-58.8% | $67,505-35.9% |
| Participation rate | 83.8% | 71.2%+12.6pp | 77.2%+6.6pp | 71.2%+12.6pp |
| Annual return | 9.21% | 6.52%+2.7pp | 5.33%+3.9pp | 6.52%+2.7pp |
| Employer contribution / active EE | $1,730 | $2,173-20.4% | $3,255-46.9% | $2,173-20.4% |
| Participant deferral / active EE | $4,125 | $3,597+14.7% | $4,867-15.2% | $3,597+14.7% |
| Admin fee / account holder | $13 | $56-77.6% | $6,992-99.8% | $56-77.6% |