Retirement plan

COASTAL STATES ORGANIZATION, INC. 401K PLAN

Name: COASTAL STATES ORGANIZATION - COASTAL STATES ORGANIZATION, INC. 401K PLAN (2019) Form 5500
Creator: COASTAL STATES ORGANIZATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COASTAL STATES ORGANIZATION, INC. 401K PLAN, COASTAL STATES ORGANIZATION

COASTAL STATES ORGANIZATIONEIN 54-1124134Plan #001PY 2019

50 F STREET, NW, SUITE 570 - WASHINGTON, DC 20001202-800-0580

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$321K

+39.0% from 2018

Total participants

+16.7% from 2018

Average account balance

$22,932

+19.1% from 2018

Annual return

24.76%

+32.42 pp from 2018

Benchmarks

See 6,052 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,052 peers

Snapshot2019

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$783K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$41K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

211.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.29%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,932

$77,416-70.4%

$69,464-67.0%

$152,897-85.0%

Participation rate

100.0%

78.1%+21.9pp

74.6%+25.4pp

82.5%+17.5pp

Annual return

24.76%

39.08%-14.3pp

28.98%-4.2pp

345.43%-320.7pp

Employer contribution / active EE

$2,622

$3,315-20.9%

$2,779-5.7%

$4,764-45.0%

Participant deferral / active EE

$3,950

$4,413-10.5%

$3,536+11.7%

$5,851-32.5%

Admin fee / account holder

$6,208-100.0%

$3,840-100.0%

$11,599-100.0%

COASTAL STATES ORGANIZATION, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

COASTAL STATES ORGANIZATION, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion