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 |
|---|---|---|
Filed as: GREENSPRING WEALTH MGMT. Service code 16 · EIN 20-1611389 | Consulting | $33,097 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $21,378 |
COASTAL PENSION SERVICES3+ years Service code 10 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Accounting | $19,181 |
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 | $112,249 | $80,753+39.0% | $136,294-17.6% | $62,292+80.2% |
| Participation rate | 91.3% | 73.5%+17.7pp | 81.9%+9.3pp | 69.5%+21.8pp |
| Annual return | 20.21% | 35.83%-15.6pp | 5155.94%-5135.7pp | 28.90%-8.7pp |
| Employer contribution / active EE | $1,840 | $2,884-36.2% | $4,695-60.8% | $2,042-9.9% |
| Participant deferral / active EE | $8,039 | $5,164+55.7% | $6,247+28.7% | $3,169+153.7% |
| Admin fee / account holder | $222 | $525-57.8% | $9,243-97.6% | $479-53.7% |