Filed June 8, 2009
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 Service code 27 70911 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $34,725 |
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD GROUP, INC. Service code 99 · EIN 23-1945930 | Other Fees | $4,926 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,321 | $49,451+3.8% | $79,550-35.5% | $66,914-23.3% |
| Participation rate | 95.4% | 61.3%+34.1pp | 69.5%+25.9pp | 69.8%+25.6pp |
| Annual return | -6.86% | 84.25%-91.1pp | 0.16%-7.0pp | 1.58%-8.4pp |
| Employer contribution / active EE | $1,873 | $1,266+48.0% | $2,413-22.4% | $2,544-26.4% |
| Participant deferral / active EE | $3,357 | $3,159+6.3% | $3,985-15.8% | $4,237-20.8% |
| Admin fee / account holder | $138 | $595-76.8% | $6,832-98.0% | $593-76.7% |