Filed January 23, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $148,833 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $55,890 |
COASTAL PENSION SERVICES2 years Filed as: COASTAL PENSION SERVICES, INC Service code 49 | Other Services | $11,049 |
COASTAL PENSION SERVICES6+ years Filed as: COASTAL PENSION SERVICES INC Service code 49 · EIN 52-1053785 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $96,945 | $100,801-3.8% | $149,696-35.2% | $73,409+32.1% |
| Participation rate | 75.1% | 77.7%-2.6pp | 82.5%-7.4pp | 72.2%+2.9pp |
| Annual return | 17.89% | 265.34%-247.4pp | 276.60%-258.7pp | 59.29%-41.4pp |
| Employer contribution / active EE | $3,622 | $3,312+9.4% | $4,644-22.0% | $2,234+62.2% |
| Participant deferral / active EE | $8,616 | $6,404+34.5% | $6,842+25.9% | $3,805+126.4% |
| Admin fee / account holder | $413 | $181+128.7% | $9,309-95.6% | $158+161.9% |