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) | $39,629 |
THE VANGUARD GROUP, INC.8 years Filed as: VANGUARD GROUP, INC. Service code 99 · EIN 23-1945930 | Other Fees | $5,462 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,595 | $59,417+44.1% | $93,606-8.6% | $74,495+14.9% |
| Participation rate | 95.4% | 59.7%+35.8pp | 68.7%+26.7pp | 67.2%+28.2pp |
| Annual return | 17.86% | 81.83%-64.0pp | 133.20%-115.3pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $2,145 | $1,264+69.8% | $2,420-11.3% | $2,623-18.2% |
| Participant deferral / active EE | $4,125 | $3,050+35.2% | $4,411-6.5% | $4,346-5.1% |
| Admin fee / account holder | $192 | $3,021-93.7% | $8,285-97.7% | $1,942-90.1% |