Filed June 23, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 12 · EIN 41-0823832 | Redemption fees; Recordkeeping fees; ... | $2,007 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $548 |
USI CONSULTING GROUP1+ years Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Sub-tra... | $165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $15,748 | $37,117-57.6% | $147,614-89.3% | $55,191-71.5% |
| Participation rate | 18.8% | 63.6%-44.8pp | 84.6%-65.8pp | 69.2%-50.3pp |
| Annual return | -1.16% | 3.44%-4.6pp | 61.98%-63.1pp | 10.78%-11.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $19 | $86-77.5% | $11,611-99.8% | $91-78.7% |