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) | $54,144 |
THE VANGUARD GROUP, INC.2 years Service code 99 · EIN 23-1945930 | Other Fees | $6,630 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,079 | $131,799-2.8% | $200,582-36.1% | $85,563+49.7% |
| Participation rate | 90.9% | 87.9%+2.9pp | 86.9%+4.0pp | 66.0%+24.9pp |
| Annual return | 15.31% | 21.59%-6.3pp | 42.33%-27.0pp | 31.51%-16.2pp |
| Employer contribution / active EE | $3,262 | $4,532-28.0% | $6,419-49.2% | $2,654+22.9% |
| Participant deferral / active EE | $6,671 | $7,702-13.4% | $9,331-28.5% | $4,375+52.5% |
| Admin fee / account holder | $170 | $235-27.6% | $16,305-99.0% | $834-79.6% |