Filed May 29, 2009 (most recent of 3 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 Service code 27 · EIN 45-3679779 | Advisory (Plan) | $44,752 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,658 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$510 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,521 | $118,101-46.2% | $106,387-40.3% | $75,289-15.6% |
| Participation rate | 76.8% | 81.4%-4.6pp | 77.5%-0.6pp | 72.4%+4.4pp |
| Annual return | -4.32% | -2.42%-1.9pp | 0.25%-4.6pp | -0.04%-4.3pp |
| Employer contribution / active EE | $1,772 | $2,880-38.5% | $3,520-49.7% | $2,405-26.3% |
| Participant deferral / active EE | $3,417 | $4,681-27.0% | $5,421-37.0% | $3,739-8.6% |
| Admin fee / account holder | $42 | $85-50.2% | $7,510-99.4% | $102-58.8% |