Filed November 9, 2022
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $19,500 |
Service code 15 · EIN 35-0472300 | Recordkeeping | $6,933 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,699 |
Filed as: ADMINISTRATIVE FIDUCIARY Service code 49 · EIN 46-2619997 | Other Services | $5,229 |
COASTAL PENSION SERVICES1 year Service code 10 · EIN 52-1053785 | Accounting | $1,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,381 | $72,254-40.0% | $86,677-50.0% | $64,808-33.1% |
| Participation rate | 90.2% | 80.4%+9.7pp | 76.6%+13.6pp | 71.5%+18.7pp |
| Annual return | -16.77% | 392.42%-409.2pp | 35.91%-52.7pp | 32.82%-49.6pp |
| Employer contribution / active EE | $3,776 | $2,393+57.8% | $2,836+33.1% | $2,506+50.7% |
| Participant deferral / active EE | $4,938 | $4,658+6.0% | $4,656+6.1% | $4,310+14.6% |
| Admin fee / account holder | $80 | $174-53.8% | $7,493-98.9% | $188-57.2% |