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 |
|---|---|---|
WESTMINSTER CONSULTING, LLC2+ years Service code 17 · EIN 45-3679779 | Pension Consulting | $32,316 |
Service code 10 · EIN 13-3367751 | Accounting | $28,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$47,874 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $44,036 | $92,813-52.6% | $108,745-59.5% | $65,292-32.6% |
| Participation rate | 82.1% | 84.5%-2.4pp | 77.7%+4.5pp | 72.4%+9.7pp |
| Annual return | 8.01% | 14.67%-6.7pp | 46.22%-38.2pp | 11.84%-3.8pp |
| Employer contribution / active EE | $1,716 | $3,016-43.1% | $3,323-48.3% | $2,302-25.4% |
| Participant deferral / active EE | $4,107 | $5,191-20.9% | $5,121-19.8% | $3,579+14.8% |
| Admin fee / account holder | $2 | $56-97.2% | $6,144-100.0% | $57-97.2% |