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) | $54,695 |
THE VANGUARD GROUP, INC.1 year Service code 99 · EIN 23-1945930 | Other Fees | $5,960 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $1,200 |
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 | $118,971 | $129,021-7.8% | $184,203-35.4% | $77,643+53.2% |
| Participation rate | 90.7% | 87.3%+3.4pp | 86.8%+3.9pp | 70.6%+20.2pp |
| Annual return | 12.00% | 33.27%-21.3pp | 28.81%-16.8pp | 31.24%-19.2pp |
| Employer contribution / active EE | $3,344 | $4,413-24.2% | $6,427-48.0% | $2,726+22.7% |
| Participant deferral / active EE | $6,495 | $7,297-11.0% | $9,131-28.9% | $4,647+39.8% |
| Admin fee / account holder | $173 | $254-32.0% | $13,901-98.8% | $430-59.9% |