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 SERVICES4+ years Service code 15 · EIN 52-1053785 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21042 | Recordkeeping | $4,893 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,552 |
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 | $118,028 | $98,750+19.5% | $149,696-21.2% | $79,858+47.8% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.1pp |
| Annual return | 17.65% | 27.43%-9.8pp | 276.60%-259.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,596 | $3,216-19.3% | $4,644-44.1% | $2,471+5.1% |
| Participant deferral / active EE | $7,742 | $5,680+36.3% | $6,842+13.2% | $3,740+107.0% |
| Admin fee / account holder | $246 | $6,053-95.9% | $9,309-97.4% | $5,306-95.4% |