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 |
|---|---|---|
WESTMINSTER CONSULTING, LLC2+ years Service code 27 · EIN 45-3679779 | Advisory (Plan) | $32,315 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,564 |
Form 5500 reported that benefits due were not provided when due.
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 | $97,496 | $65,820+48.1% | $108,745-10.3% | $57,658+69.1% |
| Participation rate | 96.1% | 72.7%+23.4pp | 77.7%+18.4pp | 70.2%+25.9pp |
| Annual return | 7.39% | 21.32%-13.9pp | 46.22%-38.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $4,084 | $2,285+78.7% | $3,323+22.9% | $1,974+106.9% |
| Participant deferral / active EE | $9,884 | $3,578+176.3% | $5,121+93.0% | $3,061+223.0% |
| Admin fee / account holder | $16 | $91-82.1% | $6,144-99.7% | $95-82.7% |