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, LLC6+ years Service code 27 · EIN 45-3679779 | Advisory (Plan) | $26,578 |
SPIELMAN KOENIGSBERG & PARKER LLP6+ years Filed as: SPIELMAN, KOENIGSBERG & PARKER, LL Service code 10 · EIN 13-3367751 | Accounting | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$72,203 |
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 | $156,797 | $82,093+91.0% | $379,746-58.7% | $73,409+113.6% |
| Participation rate | 90.3% | 76.8%+13.5pp | 78.4%+11.9pp | 72.2%+18.2pp |
| Annual return | 20.10% | 18.89%+1.2pp | 34.90%-14.8pp | 59.29%-39.2pp |
| Employer contribution / active EE | $4,327 | $2,847+52.0% | $3,540+22.2% | $2,234+93.7% |
| Participant deferral / active EE | $10,492 | $4,697+123.4% | $6,024+74.2% | $3,805+175.7% |
| Admin fee / account holder | -$34 | $128-126.3% | $7,927-100.4% | $158-121.3% |