Filed January 23, 2023 (most recent of 2 filings on file)
Total covered: 2 employees
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 |
|---|---|---|
Service code 27 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $14,363 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $12,252 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 27 | Advisory (Plan) | $10,699 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,792 | $89,553-14.2% | $81,367-5.6% | $52,331+46.7% |
| Participation rate | 77.0% | 82.2%-5.3pp | 82.3%-5.3pp | 68.1%+8.9pp |
| Annual return | -1.25% | 4.41%-5.7pp | -0.92%-0.3pp | 4.54%-5.8pp |
| Employer contribution / active EE | $0 | $3,780-100.0% | $3,930-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,111 | $5,359-42.0% | $5,383-42.2% | $3,022+2.9% |
| Admin fee / account holder | $106 | $1,914-94.5% | $8,926-98.8% | $592-82.1% |