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 |
|---|---|---|
COASTAL PENSION SERVICES1 year Service code 10 · EIN 52-1053785 | Accounting | $5,275 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
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 | $69,316 | $92,091-24.7% | $62,995+10.0% | $77,958-11.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.8%+25.2pp | 71.6%+28.4pp |
| Annual return | 15.20% | 16.23%-1.0pp | 87.57%-72.4pp | 20.87%-5.7pp |
| Employer contribution / active EE | $8,891 | $3,424+159.6% | $2,759+222.3% | $2,310+284.8% |
| Participant deferral / active EE | $0 | $3,361-100.0% | $3,329-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $48-99.6% | $3,600-100.0% | $97-99.8% |