Filed March 2, 2010 (most recent of 4 filings on file)
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 |
|---|---|---|
Filed as: SPIELMAN, KOENIGSBERG & PARKER, LL Service code 10 · EIN 13-3367751 | Accounting | $14,000 |
WESTMINSTER CONSULTING, LLC1+ years Service code 17 · EIN 45-3679779 | Pension Consulting | $10,721 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,887 |
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 | $89,460 | $57,435+55.8% | $105,218-15.0% | $55,191+62.1% |
| Participation rate | 95.1% | 71.3%+23.7pp | 77.2%+17.9pp | 69.2%+25.9pp |
| Annual return | 0.77% | 2.97%-2.2pp | 5.33%-4.6pp | 10.78%-10.0pp |
| Employer contribution / active EE | $3,696 | $1,920+92.6% | $3,255+13.6% | $1,899+94.7% |
| Participant deferral / active EE | $9,432 | $3,495+169.9% | $4,867+93.8% | $3,046+209.6% |
| Admin fee / account holder | $31 | $70-56.2% | $6,992-99.6% | $91-66.1% |