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 |
|---|---|---|
COAST BENEFITS1 year Filed as: COAST BENEFIT ADMINISTRATORS Service code 13 · EIN 33-0670046 3444 CAMINO DEL RIO NORTH SUITE 101 · SAN DIEGO, CA 92108 | Contract Administrator | $36,000 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1761048 419 OCCIDENTAL AVENUE SOUTH 304 · SEATTLE, WA 98104 | Actuarial | $18,604 |
RICHARD PROCHAZKA3+ years Service code 29 · EIN 95-3722191 PO BOX 881566 · SAN DIEGO, CA 92168 | Legal | $11,887 |
See 1 actuary disclosure. $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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $360,335-100.0% | $245,396-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | - |
| Annual return | -1.99% | 25.06%-27.0pp | -752.26%+750.3pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $31,802-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $1,223-100.0% | - |