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) | $35,610 |
THE VANGUARD GROUP, INC.7 years Filed as: VANGUARD GROUP, INC. Service code 99 · EIN 23-1945930 | Other Fees | $7,502 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,552 | $54,701+29.0% | $86,188-18.1% | $71,457-1.3% |
| Participation rate | 95.4% | 60.1%+35.3pp | 69.0%+26.4pp | 67.9%+27.4pp |
| Annual return | 6.66% | 20.06%-13.4pp | 1168.45%-1161.8pp | 28.85%-22.2pp |
| Employer contribution / active EE | $2,023 | $1,265+59.9% | $2,380-15.0% | $2,588-21.8% |
| Participant deferral / active EE | $3,690 | $3,108+18.7% | $3,985-7.4% | $4,289-14.0% |
| Admin fee / account holder | $172 | $1,922-91.0% | $6,852-97.5% | $1,587-89.1% |