Filed March 7, 2019 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $65,260 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,140 |
COASTAL PENSION SERVICES7 years Filed as: COASTAL PENSION SERVICE, INC. Service code 13 | Contract Administrator | $18,476 |
COASTAL PENSION SERVICES7 years Filed as: COASTAL PENSION SERVICES, INC. Service code 13 · EIN 52-1053785 | Contract Administrator | $18,476 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,958 | $71,142+13.8% | $119,609-32.3% | $64,808+24.9% |
| Participation rate | 96.1% | 78.6%+17.5pp | 79.3%+16.9pp | 71.5%+24.7pp |
| Annual return | -19.17% | -10.01%-9.2pp | -14.97%-4.2pp | 32.82%-52.0pp |
| Employer contribution / active EE | $2,089 | $2,497-16.3% | $4,232-50.6% | $2,506-16.6% |
| Participant deferral / active EE | $5,030 | $4,490+12.0% | $5,602-10.2% | $4,310+16.7% |
| Admin fee / account holder | $334 | $162+105.7% | $10,323-96.8% | $188+77.6% |