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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $84,953 |
AMERICAN FUNDS2 years Filed as: COASTAL CAPITAL GROUP Service code 27 · EIN 47-3835496 | Advisory (Plan) | $52,444 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,814 | $100,801-57.5% | $149,696-71.4% | $73,409-41.7% |
| Participation rate | 93.7% | 77.7%+16.0pp | 82.5%+11.2pp | 72.2%+21.5pp |
| Annual return | 28.15% | 265.34%-237.2pp | 276.60%-248.5pp | 59.29%-31.1pp |
| Employer contribution / active EE | $2,473 | $3,312-25.3% | $4,644-46.8% | $2,234+10.7% |
| Participant deferral / active EE | $9,089 | $6,404+41.9% | $6,842+32.8% | $3,805+138.8% |
| Admin fee / account holder | $160 | $181-11.4% | $9,309-98.3% | $158+1.4% |