Filed September 24, 2020
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 13 · EIN 42-0127290 | Contract Administrator | $48,664 |
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $31,429 |
COASTAL PENSION SERVICES5 years Filed as: COASTAL PENSION SERVICES LLC Service code 13 · EIN 52-1053785 | Contract Administrator | $5,506 |
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 | $42,394 | $106,028-60.0% | $146,958-71.2% | $77,643-45.4% |
| Participation rate | 77.0% | 78.4%-1.4pp | 82.2%-5.2pp | 70.6%+6.4pp |
| Annual return | 15.19% | 56.73%-41.5pp | 418.34%-403.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $2,634 | $4,063-35.2% | $4,933-46.6% | $2,726-3.4% |
| Participant deferral / active EE | $5,414 | $7,990-32.2% | $8,070-32.9% | $4,647+16.5% |
| Admin fee / account holder | $224 | $337-33.6% | $12,998-98.3% | $430-48.0% |