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, LLC3+ years Service code 17 · EIN 45-3679779 | Pension Consulting | $16,331 |
SPIELMAN KOENIGSBERG & PARKER LLP1 year Service code 10 · EIN 13-3367751 | Accounting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,198 |
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 | $111,313 | $68,544+62.4% | $115,752-3.8% | $69,631+59.9% |
| Participation rate | 88.2% | 74.0%+14.2pp | 77.8%+10.4pp | 70.7%+17.5pp |
| Annual return | 19.91% | 20.97%-1.1pp | 19.41%+0.5pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $3,446 | $2,400+43.6% | $3,492-1.3% | $2,032+69.6% |
| Participant deferral / active EE | $8,635 | $3,887+122.1% | $5,204+65.9% | $3,224+167.9% |
| Admin fee / account holder | -$4 | $90-104.1% | $6,278-100.1% | $110-103.4% |