Filed June 8, 2017
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 |
|---|---|---|
GREENSPRING ADVISORS, LLC2+ years Filed as: GREENSPRING Service code 16 · EIN 20-1611389 | Consulting | $31,824 |
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $20,698 |
COASTAL PENSION SERVICES2+ years Service code 10 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Accounting | $19,386 |
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 | $98,302 | $75,183+30.7% | $123,892-20.7% | $55,167+78.2% |
| Participation rate | 87.4% | 72.8%+14.6pp | 81.4%+6.0pp | 69.0%+18.4pp |
| Annual return | 9.37% | 19.01%-9.6pp | 47.52%-38.2pp | 169.23%-159.9pp |
| Employer contribution / active EE | $1,907 | $2,823-32.4% | $4,617-58.7% | $1,963-2.8% |
| Participant deferral / active EE | $7,808 | $5,084+53.6% | $5,984+30.5% | $3,054+155.7% |
| Admin fee / account holder | $229 | $663-65.5% | $8,357-97.3% | $504-54.6% |