Plan Ledger DOL Form 5500 · updated monthly

Collaborative Solutions Corporation403(b)

COLLABORATIVE SOLUTIONS CORPORATION 403(B) PLAN · RANDOLPH, VT · plan year 2022

Reported admin expense ratio · 2022
0.22%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Collaborative Solutions Corporation reported $1,863 in plan administrative expenses for 2022: 0.22% of average plan assets, lower than ~75% of peers. Employer contributions averaged $372 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Vermont (220th of 230), and 11,066th of 11,911 in health care & social assistance. In 2022, employees put in $2.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$810,441
Participants with balances80
Active participants95
Employer contributions$35,336
Employee contributions$98,135
Employer contribution per active participant$372
Average account balance$10,131
Benefits paid to participants$47,369
Plan auditUnmodified (clean) audit opinion
AuditorKITTELL, BRANAGAN & SARGENT
Administrative expenses, itemized · 2022
Professional / advisory$1,863
Total administrative$1,863
Employer contributions to the Collaborative Solutions Corporation plan · 2022
Employer contribution per active participant$372
Median for plans this size$331

Collaborative Solutions Corporation's 2022 employer contribution ran above the $331 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,863 · 0.22%
Similar plansHealth Care & Social Assistance · Vermont
Sd Associates, LLC VT$1.2M · 0.59%
Birchwood Operations, LLC VT$591K · 0.94%
Oas, LLC VT$392K · 4.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510590173 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.