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 | $5,764 |
COASTAL PENSION SERVICES7+ years Service code 15 · EIN 52-1053785 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21042 | Recordkeeping | $3,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $121,021 | $93,571+29.3% | $135,903-11.0% | $75,163+61.0% |
| Participation rate | 93.9% | 75.2%+18.7pp | 81.9%+12.0pp | 67.2%+26.7pp |
| Annual return | 14.80% | 30.90%-16.1pp | 68.23%-53.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $825 | $3,537-76.7% | $4,856-83.0% | $2,670-69.1% |
| Participant deferral / active EE | $6,788 | $6,404+6.0% | $7,758-12.5% | $4,125+64.6% |
| Admin fee / account holder | $559 | $6,975-92.0% | $10,762-94.8% | $5,651-90.1% |