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 | $4,929 |
COASTAL PENSION SERVICES6+ years Service code 15 · EIN 52-1053785 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21042 | Recordkeeping | $3,150 |
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 | $105,140 | $82,664+27.2% | $125,339-16.1% | $68,494+53.5% |
| Participation rate | 96.9% | 75.0%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -16.64% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,509 | $3,381-55.4% | $4,814-68.6% | $2,596-41.9% |
| Participant deferral / active EE | $8,840 | $6,110+44.7% | $7,446+18.7% | $4,027+119.5% |
| Admin fee / account holder | $545 | $6,275-91.3% | $10,010-94.6% | $5,403-89.9% |