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 10-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 |
|---|---|---|
Filed as: COLUMBIA BENEFITS CONSULANTS, INC. Service code 14 · EIN 52-1904735 8820 COLUMBIA 100 PARKWAY · COLUMBIA, MD 21045 | Plan Administrator | $44,305 |
LPL FINANCIAL5+ years Service code 20 · EIN 95-2834236 9785 TOWNE CENTER DRIVE · SAN DIEGO, CA 92121 | Trustee (individual) | $27,787 |
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 | $95,825 | $89,652+6.9% | $141,162-32.1% | $65,185+47.0% |
| Participation rate | 86.9% | 74.7%+12.2pp | 82.5%+4.5pp | 70.2%+16.7pp |
| Annual return | 21.71% | 32.79%-11.1pp | 71.39%-49.7pp | 29.38%-7.7pp |
| Employer contribution / active EE | $2,673 | $3,065-12.8% | $4,735-43.5% | $2,177+22.8% |
| Participant deferral / active EE | $6,465 | $5,691+13.6% | $6,709-3.6% | $3,514+84.0% |
| Admin fee / account holder | $292 | $569-48.7% | $10,261-97.2% | $847-65.5% |