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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $25,382 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $5,068 |
AMERIPRISE FINANCIAL SERVICES INC10+ years Filed as: RIVERSOURCE LIFE INSURANCE COMPANY Service code 64 · EIN 41-0823832 | Recordkeeping Fees | $441 |
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 | $91,602 | $69,763+31.3% | $67,502+35.7% | $74,495+23.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.43% | -40.34%+51.8pp | 3512.12%-3500.7pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $5,994 | $2,704+121.7% | $2,731+119.5% | $2,623+128.5% |
| Participant deferral / active EE | $6,562 | $3,636+80.5% | $4,000+64.1% | $4,346+51.0% |
| Admin fee / account holder | $129 | $896-85.6% | $3,998-96.8% | $1,942-93.4% |