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, LLC4 years Filed as: WESTMINSTER CONSULTING LLC Service code 27 · EIN 45-3679779 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,307 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $296,101 | $73,638+302.1% | $95,952+208.6% | $73,488+302.9% |
| Participation rate | 98.5% | 76.2%+22.4pp | 77.1%+21.4pp | 70.7%+27.8pp |
| Annual return | 15.12% | 16.78%-1.7pp | 91.61%-76.5pp | 28.51%-13.4pp |
| Employer contribution / active EE | $5,322 | $1,863+185.6% | $2,541+109.4% | $2,270+134.4% |
| Participant deferral / active EE | $9,883 | $3,617+173.2% | $4,167+137.2% | $3,740+164.3% |
| Admin fee / account holder | $168 | $482-65.1% | $6,795-97.5% | $513-67.2% |