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, LLC6+ years Service code 27 · EIN 45-3679779 | Advisory (Plan) | $26,578 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,001 |
Filed as: SPIELMAN KOENIGSBERG & PARKER, LLP Service code 10 · EIN 13-3367751 | Accounting | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$202,963 |
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 | $66,774 | $114,568-41.7% | $379,746-82.4% | $93,223-28.4% |
| Participation rate | 87.6% | 89.4%-1.8pp | 78.4%+9.2pp | 74.9%+12.7pp |
| Annual return | 18.95% | 16.38%+2.6pp | 34.90%-16.0pp | 19.29%-0.3pp |
| Employer contribution / active EE | $2,508 | $3,213-21.9% | $3,540-29.1% | $2,680-6.4% |
| Participant deferral / active EE | $5,704 | $6,118-6.8% | $6,024-5.3% | $4,563+25.0% |
| Admin fee / account holder | -$12 | $72-117.2% | $7,927-100.2% | $79-115.7% |