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: WESTMINSTER CONSULTING LLC Service code 17 · EIN 45-3679779 | Pension Consulting | $27,157 |
Service code 10 · EIN 13-3870253 | Accounting | $15,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,406 |
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 | $103,995 | $64,286+61.8% | $106,387-2.2% | $55,725+86.6% |
| Participation rate | 88.8% | 75.2%+13.7pp | 77.5%+11.4pp | 70.9%+18.0pp |
| Annual return | -4.74% | 0.84%-5.6pp | 0.25%-5.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $3,905 | $2,367+65.0% | $3,520+11.0% | $2,078+87.9% |
| Participant deferral / active EE | $9,489 | $4,158+128.2% | $5,421+75.0% | $3,356+182.8% |
| Admin fee / account holder | $32 | $102-68.7% | $7,510-99.6% | $115-72.2% |