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 17 · EIN 13-5674085 | Pension Consulting | $28,275 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,706 |
COASTAL PENSION SERVICES8 years Filed as: COASTAL PENSION SERVICES INC Service code 13 · EIN 52-1053785 | Contract Administrator | $7,477 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,332 | $34,934+55.5% | $56,411-3.7% | $74,495-27.1% |
| Participation rate | 100.0% | 32.8%+67.2pp | 52.5%+47.5pp | 67.2%+32.8pp |
| Annual return | 11.13% | 25.94%-14.8pp | 1701.33%-1690.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $4,187 | $609+587.5% | $1,039+303.1% | $2,623+59.6% |
| Participant deferral / active EE | $2,900 | $1,170+147.8% | $1,952+48.6% | $4,346-33.3% |
| Admin fee / account holder | $294 | $2,364-87.6% | $2,829-89.6% | $1,942-84.9% |