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 |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 27 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $51,604 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,590 | $111,491+2.8% | $189,513-39.5% | $86,799+32.0% |
| Participation rate | 93.3% | 87.3%+5.9pp | 87.8%+5.5pp | 72.3%+21.0pp |
| Annual return | 14.40% | 83.50%-69.1pp | 555.15%-540.7pp | 97.91%-83.5pp |
| Employer contribution / active EE | $2,978 | $3,951-24.6% | $6,162-51.7% | $2,405+23.8% |
| Participant deferral / active EE | $5,500 | $6,437-14.6% | $8,221-33.1% | $4,131+33.1% |
| Admin fee / account holder | $173 | $189-8.1% | $12,045-98.6% | $170+2.3% |