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 LLP5+ years Filed as: PRICEWATERHOUSE COOPERS, LLC Service code 10 · EIN 13-4008324 | Accounting | $37,252 |
CAMMACK LARHETTE ADVISORS5+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $21,916 |
COASTAL PENSION SERVICES1 year Filed as: COASTAL PENSION SERVICES, INC Service code 13 · EIN 52-1053785 | Contract Administrator | $4,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,432 | $109,303-2.6% | $69,455+53.2% | $82,204+29.5% |
| Participation rate | 48.1% | 74.9%-26.8pp | 74.6%-26.5pp | 73.4%-25.3pp |
| Annual return | 18.68% | 20.08%-1.4pp | 28.97%-10.3pp | 26.31%-7.6pp |
| Employer contribution / active EE | $0 | $5,149-100.0% | $2,779-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $4,265 | $4,210+1.3% | $3,535+20.6% | $4,246+0.5% |
| Admin fee / account holder | $4 | $29-86.8% | $3,839-99.9% | $76-94.9% |