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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $55,163 |
WESTMINSTER CONSULTING, LLC2 years Filed as: WESTMINSTER CONSULTING LLC Service code 16 · EIN 45-3679779 | Consulting | $15,000 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BAIRD FUNDS2 years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-2696041 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
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 | $211,943 | $59,186+258.1% | $76,768+176.1% | $56,287+276.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -4.65% | 6.62%-11.3pp | 2.43%-7.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $4,998 | $1,759+184.2% | $2,485+101.1% | $2,111+136.8% |
| Participant deferral / active EE | $8,618 | $3,255+164.8% | $3,852+123.7% | $3,350+157.3% |
| Admin fee / account holder | $292 | $489-40.3% | $6,675-95.6% | $521-44.0% |