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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,540 |
COASTAL PENSION SERVICES5+ years Service code 15 · EIN 52-1053785 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21042 | Recordkeeping | $5,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $131,500 | $105,181+25.0% | $159,436-17.5% | $85,850+53.2% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.8%+15.9pp | 69.3%+29.4pp |
| Annual return | 13.91% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.6pp |
| Employer contribution / active EE | $1,677 | $3,318-49.5% | $4,829-65.3% | $2,565-34.6% |
| Participant deferral / active EE | $8,386 | $5,945+41.1% | $7,352+14.1% | $3,952+112.2% |
| Admin fee / account holder | $671 | $6,933-90.3% | $10,799-93.8% | $6,260-89.3% |