Filed November 17, 2017
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: RIVERSOURCE LIFE INSURANCE COMPANY Service code 64 · EIN 41-0823832 | Recordkeeping Fees | $932 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,205 | $60,795+10.5% | $69,455-3.2% | $65,185+3.1% |
| Participation rate | 98.4% | 74.9%+23.5pp | 74.6%+23.8pp | 70.2%+28.2pp |
| Annual return | 16.56% | 17.46%-0.9pp | 28.97%-12.4pp | 29.38%-12.8pp |
| Employer contribution / active EE | $4,468 | $2,452+82.2% | $2,779+60.8% | $2,177+105.3% |
| Participant deferral / active EE | $4,333 | $3,162+37.0% | $3,535+22.6% | $3,514+23.3% |
| Admin fee / account holder | $3 | $314-99.1% | $3,839-99.9% | $847-99.7% |