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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.
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 |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 28 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Investment Management | $0 |
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
PENSION ASSURANCE LLP7+ years Filed as: THE PENSION SERVICE, LLC Service code 14 · EIN 04-3496225 142 NORTH ROAD, SUITE N · SUDBURY, MA 017761149 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,530 | $59,263-9.7% | $96,562-44.6% | $79,386-32.6% |
| Participation rate | 35.4% | 61.9%-26.5pp | 69.8%-34.5pp | 70.7%-35.3pp |
| Annual return | 13.12% | 27.07%-14.0pp | 37.78%-24.7pp | 116.85%-103.7pp |
| Employer contribution / active EE | $270 | $1,216-77.8% | $2,356-88.5% | $2,427-88.9% |
| Participant deferral / active EE | $2,422 | $2,948-17.8% | $3,849-37.1% | $4,046-40.1% |
| Admin fee / account holder | $85 | $658-87.0% | $6,181-98.6% | $626-86.4% |