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 | $3,979 |
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 | $76,051 | $65,322+16.4% | $70,449+8.0% | $73,488+3.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 12.86% | 15.71%-2.9pp | 109.03%-96.2pp | 28.51%-15.7pp |
| Employer contribution / active EE | $5,010 | $2,460+103.7% | $2,737+83.1% | $2,270+120.7% |
| Participant deferral / active EE | $4,792 | $3,375+42.0% | $3,709+29.2% | $3,740+28.2% |
| Admin fee / account holder | $2 | $214-99.3% | $3,845-100.0% | $513-99.7% |