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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,032 |
Filed as: WESTMINSTER CONSULTING LLC Service code 31 · EIN 46-3679779 | Named fiduciary | $29,664 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$81,034 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,019 | $143,525-40.1% | $379,746-77.3% | $90,288-4.7% |
| Participation rate | 77.4% | 82.9%-5.5pp | 78.4%-1.0pp | 73.4%+4.0pp |
| Annual return | 20.57% | 18.97%+1.6pp | 34.90%-14.3pp | 53.97%-33.4pp |
| Employer contribution / active EE | $1,945 | $3,201-39.2% | $3,540-45.1% | $2,524-22.9% |
| Participant deferral / active EE | $3,935 | $5,231-24.8% | $6,024-34.7% | $4,232-7.0% |
| Admin fee / account holder | $1 | $100-99.2% | $7,927-100.0% | $114-99.3% |