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 37 · EIN 04-2647786 | Loan Processing | $14,305 |
Filed as: WESTMINSTER CONSULTING LLC Service code 27 · EIN 45-3679779 | Advisory (Plan) | $13,125 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,069 | $55,636-60.3% | $81,983-73.1% | $73,488-70.0% |
| Participation rate | 92.2% | 62.3%+29.9pp | 69.2%+23.0pp | 70.7%+21.5pp |
| Annual return | 10.12% | 19.07%-8.9pp | 41.31%-31.2pp | 28.51%-18.4pp |
| Employer contribution / active EE | $1,021 | $1,625-37.1% | $2,498-59.1% | $2,270-55.0% |
| Participant deferral / active EE | $2,602 | $2,762-5.8% | $3,722-30.1% | $3,740-30.4% |
| Admin fee / account holder | $123 | $493-75.0% | $5,664-97.8% | $513-76.0% |