Filed February 24, 2004
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 |
|---|---|---|
COASTAL PENSION SERVICES3+ years Filed as: COASTAL PENSION SERVICES, INC Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 | Contract Administrator | $14,480 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,016 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $140,497 | $85,766+63.8% | $136,294+3.1% | $70,131+100.3% |
| Participation rate | 69.9% | 74.2%-4.3pp | 81.9%-12.1pp | 69.5%+0.3pp |
| Annual return | 15.30% | 31.45%-16.2pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,380 | $2,966-53.5% | $4,695-70.6% | $2,342-41.1% |
| Participant deferral / active EE | $9,321 | $5,051+84.5% | $6,247+49.2% | $3,332+179.8% |
| Admin fee / account holder | $449 | $5,420-91.7% | $9,243-95.1% | $4,645-90.3% |