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 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $70,199 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 16 50085 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Consulting | $58,013 |
Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $176,341 | $73,102+141.2% | $123,544+42.7% | $56,287+213.3% |
| Participation rate | 97.4% | 74.3%+23.1pp | 82.3%+15.1pp | 69.9%+27.5pp |
| Annual return | -7.72% | 3.01%-10.7pp | 119.20%-126.9pp | -9.96%+2.2pp |
| Employer contribution / active EE | $6,245 | $2,977+109.8% | $4,628+34.9% | $2,111+195.8% |
| Participant deferral / active EE | $8,735 | $5,423+61.1% | $6,426+35.9% | $3,350+160.8% |
| Admin fee / account holder | $484 | $554-12.6% | $9,284-94.8% | $521-7.1% |