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: COLUMIBA BENEFITS CONSULTANTS Service code 14 · EIN 52-1904735 8820 COLUMBIA 100 PARKWAY · COLUMBIA, ME 21045 | Plan Administrator | $9,049 |
LPL FINANCIAL1 year Service code 27 · EIN 95-2834236 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 921211968 | Advisory (Plan) | $5,736 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,910 | $66,302-67.0% | $110,238-80.1% | $56,287-61.1% |
| Participation rate | 83.5% | 74.9%+8.6pp | 79.8%+3.7pp | 69.9%+13.6pp |
| Annual return | -6.55% | -1.18%-5.4pp | 314.74%-321.3pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,869 | $2,047-8.7% | $3,826-51.2% | $2,111-11.5% |
| Participant deferral / active EE | $2,333 | $3,381-31.0% | $4,672-50.1% | $3,350-30.3% |
| Admin fee / account holder | $118 | $698-83.1% | $8,547-98.6% | $521-77.4% |