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 |
|---|---|---|
COLUMBIA5+ years Filed as: COLUMBIA MUTUAL FUNDS Service code 28 225 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $153,622 |
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 | $2,822,362-100.0% | $161,673-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 41.7%-41.7pp | 0.6%-0.6pp |
| Annual return | 11.85% | 11.45%+0.4pp | 9.65%+2.2pp | 11.45%+0.4pp |
| Employer contribution / active EE | $6,614 | $17,219-61.6% | $27,458-75.9% | $17,219-61.6% |
| Participant deferral / active EE | $0 | $357-100.0% | $33-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $23,561-100.0% | $15,480-100.0% |