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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,859 |
WESTMINSTER CONSULTING, LLC2 years Filed as: WESTMINSTER CONSULTING Service code 31 · EIN 46-3679779 | Named fiduciary | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$64,803 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,219 | $127,218-37.7% | $392,568-79.8% | $77,787+1.8% |
| Participation rate | 77.7% | 82.0%-4.3pp | 78.1%-0.3pp | 73.2%+4.5pp |
| Annual return | 23.01% | 25.27%-2.3pp | 24.42%-1.4pp | 32.57%-9.6pp |
| Employer contribution / active EE | $1,937 | $3,064-36.8% | $3,783-48.8% | $2,504-22.7% |
| Participant deferral / active EE | $3,717 | $4,820-22.9% | $5,985-37.9% | $3,967-6.3% |
| Admin fee / account holder | $55 | $89-37.8% | $6,260-99.1% | $100-44.7% |