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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $37,447 |
Service code 99 · EIN 82-5320133 | Other Fees | $35,798 |
COASTAL PENSION SERVICES5+ years Service code 10 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Accounting | $19,718 |
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 | $129,931 | $89,652+44.9% | $141,162-8.0% | $65,185+99.3% |
| Participation rate | 87.4% | 74.7%+12.7pp | 82.5%+5.0pp | 70.2%+17.2pp |
| Annual return | 24.17% | 32.79%-8.6pp | 71.39%-47.2pp | 29.38%-5.2pp |
| Employer contribution / active EE | $2,099 | $3,065-31.5% | $4,735-55.7% | $2,177-3.6% |
| Participant deferral / active EE | $9,659 | $5,691+69.7% | $6,709+44.0% | $3,514+174.9% |
| Admin fee / account holder | $280 | $569-50.8% | $10,261-97.3% | $847-67.0% |