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 |
|---|---|---|
COLUMBIA4+ years Filed as: COLUMBIA MUTUAL FUNDS Service code 28 225 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $153,027 |
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.
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 | $0 | $3,370,408-100.0% | $177,834-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 39.5%-39.5pp | 1.2%-1.2pp |
| Annual return | 12.58% | 53.27%-40.7pp | 11.67%+0.9pp | 53.27%-40.7pp |
| Employer contribution / active EE | $13,072 | $14,774-11.5% | $28,376-53.9% | $14,774-11.5% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $46-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $15,617-100.0% | $13,289-100.0% |