Filed April 8, 2006
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, LLC2 years Service code 16 · EIN 45-3679779 | Consulting | $19,948 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 16 · EIN 43-1451524 | Consulting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,611 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,919 | $66,528+59.2% | $86,874+21.9% | $86,799+22.0% |
| Participation rate | 88.6% | 72.4%+16.3pp | 71.6%+17.0pp | 72.3%+16.3pp |
| Annual return | 15.32% | 19.56%-4.2pp | 63.52%-48.2pp | 97.91%-82.6pp |
| Employer contribution / active EE | $2,767 | $2,007+37.9% | $2,495+10.9% | $2,405+15.0% |
| Participant deferral / active EE | $6,757 | $3,240+108.6% | $3,699+82.7% | $4,131+63.6% |
| Admin fee / account holder | $27 | $148-81.5% | $5,828-99.5% | $170-83.9% |