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 |
|---|---|---|
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $25,222 |
CAMMACK LARHETTE ADVISORS6+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $19,866 |
COASTAL PENSION SERVICES2 years 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 | $118,221 | $113,699+4.0% | $70,449+67.8% | $93,223+26.8% |
| Participation rate | 50.8% | 77.8%-27.0pp | 75.1%-24.3pp | 74.9%-24.1pp |
| Annual return | 13.94% | 14.93%-1.0pp | 109.03%-95.1pp | 19.29%-5.3pp |
| Employer contribution / active EE | $0 | $3,991-100.0% | $2,737-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $4,980 | $4,485+11.0% | $3,709+34.3% | $4,563+9.1% |
| Admin fee / account holder | $2 | $40-95.3% | $3,845-100.0% | $79-97.6% |