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) | $45,494 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,605 | $86,897+10.0% | $151,611-36.9% | $64,808+47.5% |
| Participation rate | 91.3% | 87.3%+4.0pp | 87.5%+3.8pp | 71.5%+19.8pp |
| Annual return | -12.91% | -3.57%-9.3pp | 3.33%-16.2pp | 32.82%-45.7pp |
| Employer contribution / active EE | $3,132 | $4,010-21.9% | $6,166-49.2% | $2,506+25.0% |
| Participant deferral / active EE | $6,074 | $6,690-9.2% | $8,363-27.4% | $4,310+40.9% |
| Admin fee / account holder | $153 | $153+0.2% | $11,616-98.7% | $188-18.4% |