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 | $6,393 |
COASTAL PENSION SERVICES9+ years Service code 15 · EIN 52-1053785 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21042 | Recordkeeping | $3,645 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,569 | $109,881+45.2% | $150,045+6.3% | $84,808+88.2% |
| Participation rate | 91.0% | 76.1%+14.9pp | 82.3%+8.7pp | 68.3%+22.7pp |
| Annual return | 15.93% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,629 | $3,561-54.3% | $4,693-65.3% | $2,631-38.1% |
| Participant deferral / active EE | $9,164 | $6,636+38.1% | $7,997+14.6% | $4,212+117.6% |
| Admin fee / account holder | $717 | $8,568-91.6% | $13,435-94.7% | $7,344-90.2% |