Filed March 12, 2018 (most recent of 3 filings on file)
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 |
|---|---|---|
FINANCIAL ADVOCATES6+ years Service code 99 1601 COOPER PT. ROAD NW · OLYMPIA, WA 98502 | Other Fees | $35,312 |
Filed as: AMERIPRISE FINANCIAL Service code 27 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $12,759 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,009 | $111,608-16.7% | $177,821-47.7% | $73,409+26.7% |
| Participation rate | 93.1% | 87.9%+5.2pp | 87.7%+5.3pp | 72.2%+20.9pp |
| Annual return | 14.09% | 18.23%-4.1pp | 48.32%-34.2pp | 59.29%-45.2pp |
| Employer contribution / active EE | $2,863 | $3,796-24.6% | $5,918-51.6% | $2,234+28.2% |
| Participant deferral / active EE | $5,206 | $6,199-16.0% | $7,714-32.5% | $3,805+36.8% |
| Admin fee / account holder | $154 | $166-6.7% | $12,427-98.8% | $158-2.2% |