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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
COLUMBIA BENEFITS CONSULTANTS, INC.10+ years Service code 14 · EIN 52-1904735 9841 BROKEN LAND PARKWAY · COLUMBIA, MD 21046 | Plan Administrator | $27,203 |
LPL FINANCIAL10+ years Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $24,394 |
Filed as: AT RETIREMENT SERVICES Service code 13 · EIN 62-0951563 | Contract Administrator | $5,085 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,591 | $88,083+17.6% | $164,813-37.1% | $74,495+39.1% |
| Participation rate | 90.1% | 73.0%+17.0pp | 78.6%+11.5pp | 67.2%+22.9pp |
| Annual return | 14.47% | 17.26%-2.8pp | 69.93%-55.5pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,204 | $2,593-53.6% | $4,341-72.3% | $2,623-54.1% |
| Participant deferral / active EE | $6,331 | $4,498+40.8% | $6,031+5.0% | $4,346+45.7% |
| Admin fee / account holder | $391 | $2,234-82.5% | $12,690-96.9% | $1,942-79.9% |