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 |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $34,033 |
Filed as: GLOBAL RETIREMENT PARNERS, LLC-H/O Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,250 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $6,750 |
AMERIPRISE FINANCIAL SERVICES INC11+ years Filed as: RIVERSOURCE LIFE INSURANCE COMPANY Service code 64 · EIN 41-0823832 | Recordkeeping Fees | $447 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,850 | $67,984+54.2% | $65,493+60.1% | $74,304+41.1% |
| Participation rate | 99.2% | 66.3%+32.9pp | 73.1%+26.1pp | 60.3%+38.9pp |
| Annual return | 15.94% | 19.87%-3.9pp | 982.45%-966.5pp | 29.43%-13.5pp |
| Employer contribution / active EE | $5,904 | $2,491+137.0% | $2,574+129.3% | $2,241+163.4% |
| Participant deferral / active EE | $6,653 | $3,346+98.8% | $3,961+68.0% | $3,767+76.6% |
| Admin fee / account holder | $169 | $1,373-87.7% | $5,028-96.6% | $2,969-94.3% |