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 |
|---|---|---|
Service code 10 · EIN 13-3367751 | Accounting | $16,000 |
WESTMINSTER CONSULTING, LLC5+ years Service code 17 · EIN 45-3679779 | Pension Consulting | $13,532 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,037 |
Form 5500 reported that benefits due were not provided when due.
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 | $127,964 | $75,419+69.7% | $392,568-67.4% | $67,579+89.4% |
| Participation rate | 92.2% | 74.8%+17.4pp | 78.1%+14.2pp | 71.3%+21.0pp |
| Annual return | 26.25% | 36.70%-10.5pp | 24.42%+1.8pp | 378.56%-352.3pp |
| Employer contribution / active EE | $4,249 | $2,636+61.2% | $3,783+12.3% | $2,148+97.8% |
| Participant deferral / active EE | $10,202 | $4,347+134.7% | $5,985+70.5% | $3,539+188.3% |
| Admin fee / account holder | $33 | $114-71.3% | $6,260-99.5% | $142-77.0% |