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) | $41,637 |
THE VANGUARD GROUP, INC.9 years Filed as: VANGUARD GROUP, INC. Service code 99 · EIN 23-1945930 | Other Fees | $6,305 |
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 | $89,570 | $66,098+35.5% | $101,794-12.0% | $74,304+20.5% |
| Participation rate | 95.9% | 53.8%+42.2pp | 69.2%+26.8pp | 60.3%+35.6pp |
| Annual return | 10.69% | 19.59%-8.9pp | 30.53%-19.8pp | 29.43%-18.7pp |
| Employer contribution / active EE | $2,169 | $1,082+100.6% | $2,289-5.2% | $2,241-3.2% |
| Participant deferral / active EE | $4,285 | $2,781+54.1% | $4,084+4.9% | $3,767+13.8% |
| Admin fee / account holder | $198 | $4,146-95.2% | $8,777-97.7% | $2,969-93.3% |