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.4 years Filed as: VANGUARD INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $38,899 |
GREENSPRING ADVISORS, LLC2 years Service code 99 · EIN 82-5320133 | Other Fees | $37,230 |
COASTAL PENSION SERVICES6+ years Service code 10 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Accounting | $20,556 |
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 | $145,404 | $100,801+44.2% | $149,696-2.9% | $73,409+98.1% |
| Participation rate | 87.3% | 77.7%+9.6pp | 82.5%+4.8pp | 72.2%+15.1pp |
| Annual return | 13.13% | 265.34%-252.2pp | 276.60%-263.5pp | 59.29%-46.2pp |
| Employer contribution / active EE | $2,417 | $3,312-27.0% | $4,644-48.0% | $2,234+8.2% |
| Participant deferral / active EE | $10,074 | $6,404+57.3% | $6,842+47.2% | $3,805+164.7% |
| Admin fee / account holder | $282 | $181+55.8% | $9,309-97.0% | $158+78.4% |