Filed January 1, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 9-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 SERVICES3+ years Service code 15 · EIN 52-1053785 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21042 | Recordkeeping | $6,550 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,110 |
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 | $96,759 | $89,652+7.9% | $141,162-31.5% | $65,185+48.4% |
| Participation rate | 99.0% | 74.7%+24.3pp | 82.5%+16.5pp | 70.2%+28.8pp |
| Annual return | 22.35% | 32.79%-10.4pp | 71.39%-49.0pp | 29.38%-7.0pp |
| Employer contribution / active EE | $3,212 | $3,065+4.8% | $4,735-32.2% | $2,177+47.6% |
| Participant deferral / active EE | $6,891 | $5,691+21.1% | $6,709+2.7% | $3,514+96.1% |
| Admin fee / account holder | $43 | $569-92.4% | $10,261-99.6% | $847-94.9% |