Filed October 18, 2004
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, LLC1+ years Service code 17 · EIN 45-3679779 | Pension Consulting | $15,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,430 |
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 | $204,171 | $54,320+275.9% | $67,652+201.8% | $52,331+290.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -0.45% | 6.81%-7.3pp | 6625.04%-6625.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $4,251 | $1,544+175.4% | $2,266+87.7% | $1,882+125.9% |
| Participant deferral / active EE | $7,191 | $2,950+143.8% | $3,560+102.0% | $3,022+137.9% |
| Admin fee / account holder | $23 | $527-95.6% | $4,821-99.5% | $592-96.1% |