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 |
|---|---|---|
GEIER ASSET MANAGEMENT2 years Service code 27 · EIN 52-1753670 2205 WARWICK WAY · MARRIOTTSVILLE, MD 21104 | Advisory (Plan) | $16,667 |
Filed as: COLUMBIA BENEFITS CONSULTANTS INC Service code 14 · EIN 52-1904735 8820 COLUMBIA PARKWAY 100 · COLUMBIA, MD 21045 | Plan Administrator | $11,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,293 | $89,355-33.6% | $141,162-58.0% | $72,985-18.8% |
| Participation rate | 65.6% | 75.1%-9.5pp | 82.5%-16.9pp | 69.5%-3.9pp |
| Annual return | 20.46% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $3,427 | $3,114+10.0% | $4,735-27.6% | $2,440+40.5% |
| Participant deferral / active EE | $6,527 | $5,418+20.5% | $6,709-2.7% | $3,607+80.9% |
| Admin fee / account holder | $301 | $5,958-94.9% | $10,261-97.1% | $5,124-94.1% |