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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.
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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 | Sales loads (front end and deferred);... | $137,484 |
Filed as: AMERPRISE FINANCIAL SERVICES, INC. Service code 16 | Consulting | $112,282 |
HARVEY & MARTIN PLLC1 year Filed as: HARVEY & MARTIN Service code 10 · EIN 83-2002817 | Accounting | $31,500 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 16 50085 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES9 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,868 | $101,317+170.3% | $146,958+86.4% | $74,495+267.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.38% | 8730.91%-8715.5pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $8,147 | $3,810+113.8% | $4,933+65.2% | $2,623+210.6% |
| Participant deferral / active EE | $12,545 | $7,303+71.8% | $8,070+55.4% | $4,346+188.7% |
| Admin fee / account holder | $820 | $1,739-52.8% | $12,998-93.7% | $1,942-57.8% |