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 37 · EIN 04-2647786 | Loan Processing | $16,825 |
WESTMINSTER CONSULTING, LLC5 years Filed as: WESTMINSTER CONSULTING LLC Service code 27 · EIN 45-3679779 | Advisory (Plan) | $10,000 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $5,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,599 | $84,936+226.8% | $111,297+149.4% | $79,386+249.7% |
| Participation rate | 97.8% | 75.9%+21.9pp | 77.3%+20.5pp | 70.7%+27.1pp |
| Annual return | 13.48% | 17.45%-4.0pp | 54.65%-41.2pp | 116.85%-103.4pp |
| Employer contribution / active EE | $5,298 | $1,979+167.7% | $2,731+94.0% | $2,427+118.3% |
| Participant deferral / active EE | $9,719 | $3,888+149.9% | $4,487+116.6% | $4,046+140.2% |
| Admin fee / account holder | $165 | $537-69.3% | $7,964-97.9% | $626-73.7% |