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 | $53,722 |
Service code 10 · EIN 13-3367751 | Accounting | $16,000 |
WESTMINSTER CONSULTING, LLC3 years Filed as: WESTMINSTER CONSULTING LLC Service code 17 · EIN 45-3679779 | Pension Consulting | $13,532 |
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 | $54,390 | $82,204-33.8% | $392,568-86.1% | $82,204-33.8% |
| Participation rate | 86.9% | 73.4%+13.5pp | 78.1%+8.8pp | 73.4%+13.5pp |
| Annual return | 25.87% | 26.31%-0.4pp | 24.42%+1.4pp | 26.31%-0.4pp |
| Employer contribution / active EE | $2,182 | $2,707-19.4% | $3,783-42.3% | $2,707-19.4% |
| Participant deferral / active EE | $5,176 | $4,246+21.9% | $5,985-13.5% | $4,246+21.9% |
| Admin fee / account holder | $8 | $76-90.0% | $6,260-99.9% | $76-90.0% |