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) | $46,554 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,538 | $100,227-1.7% | $169,993-42.0% | $74,419+32.4% |
| Participation rate | 90.5% | 87.3%+3.2pp | 87.0%+3.5pp | 70.7%+19.8pp |
| Annual return | 14.79% | 66.08%-51.3pp | 53.37%-38.6pp | 34.38%-19.6pp |
| Employer contribution / active EE | $3,606 | $4,263-15.4% | $6,785-46.9% | $2,637+36.7% |
| Participant deferral / active EE | $6,999 | $7,143-2.0% | $10,408-32.7% | $4,528+54.6% |
| Admin fee / account holder | $141 | $234-39.9% | $12,815-98.9% | $348-59.5% |