See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Float re... | $102,980 |
Filed as: AMERPRISE FINANCIAL SERVICES, INC. Service code 16 | Consulting | $86,029 |
HARVEY & MARTIN PLLC2 years Service code 10 · EIN 83-2002817 | Accounting | $15,500 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 16 50085 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES7 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,879 | $84,487+161.4% | $125,339+76.2% | $66,914+230.1% |
| Participation rate | 98.5% | 76.4%+22.1pp | 82.4%+16.1pp | 69.8%+28.7pp |
| Annual return | -16.12% | -8.39%-7.7pp | 572.05%-588.2pp | 1.58%-17.7pp |
| Employer contribution / active EE | $7,092 | $3,553+99.6% | $4,814+47.3% | $2,544+178.7% |
| Participant deferral / active EE | $11,385 | $6,781+67.9% | $7,446+52.9% | $4,237+168.7% |
| Admin fee / account holder | $685 | $6850% | $10,010-93.2% | $593+15.4% |