Filed November 30, 2014 (most recent of 4 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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP1+ years Filed as: PRICEWATERHOUSE COOPERS, LLC Service code 10 · EIN 13-4008324 | Accounting | $102,500 |
COASTAL PENSION SERVICES1+ years Filed as: COASTAL PENSION SERVICES INC. Service code 13 · EIN 52-1053785 | Contract Administrator | $5,275 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,316 |
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 | $58,183 | $112,772-48.4% | $57,343+1.5% | $59,188-1.7% |
| Participation rate | 100.0% | 71.3%+28.7pp | 75.1%+24.9pp | 69.4%+30.6pp |
| Annual return | 2.08% | 0.85%+1.2pp | 24.39%-22.3pp | 5.51%-3.4pp |
| Employer contribution / active EE | $8,402 | $3,400+147.1% | $2,689+212.5% | $2,098+300.5% |
| Participant deferral / active EE | $0 | $3,010-100.0% | $3,162-100.0% | $3,265-100.0% |
| Admin fee / account holder | $8 | $144-94.4% | $3,356-99.8% | $92-91.3% |