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 WEALTH MGMT. Service code 16 · EIN 20-1611389 | Consulting | $34,421 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $33,889 |
COASTAL PENSION SERVICES4+ years Service code 10 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Accounting | $21,566 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,760 | $73,102+41.9% | $123,544-16.0% | $56,287+84.3% |
| Participation rate | 90.4% | 74.3%+16.1pp | 82.3%+8.1pp | 69.9%+20.6pp |
| Annual return | -7.64% | 3.01%-10.6pp | 119.20%-126.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $2,156 | $2,977-27.6% | $4,628-53.4% | $2,111+2.2% |
| Participant deferral / active EE | $9,342 | $5,423+72.3% | $6,426+45.4% | $3,350+178.9% |
| Admin fee / account holder | $270 | $554-51.3% | $9,284-97.1% | $521-48.3% |