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, LLC4+ years Service code 17 · EIN 45-3679779 | Pension Consulting | $32,265 |
Service code 10 · EIN 13-3367751 | Accounting | $15,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$44,217 |
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 | $45,552 | $93,094-51.1% | $106,387-57.2% | $68,904-33.9% |
| Participation rate | 84.7% | 83.9%+0.8pp | 77.5%+7.3pp | 74.1%+10.6pp |
| Annual return | -0.96% | -2.12%+1.2pp | 0.25%-1.2pp | 1.07%-2.0pp |
| Employer contribution / active EE | $1,909 | $3,237-41.0% | $3,520-45.8% | $2,540-24.8% |
| Participant deferral / active EE | $4,666 | $5,445-14.3% | $5,421-13.9% | $4,015+16.2% |
| Admin fee / account holder | $0 | $85-99.6% | $7,510-100.0% | $71-99.5% |