See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 22 | Insurance Broker | $8,258 |
RED BANK PENSION SERVICES, INC.6+ years Service code 15 · EIN 22-2755116 | Recordkeeping | $4,225 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,985 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,633 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 22 · EIN 41-0973005 | Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,600 | $85,135-58.2% | $98,907-64.0% | $73,409-51.5% |
| Participation rate | 94.2% | 81.1%+13.1pp | 76.0%+18.2pp | 72.2%+22.0pp |
| Annual return | 19.21% | 19.14%+0.1pp | 196.43%-177.2pp | 59.29%-40.1pp |
| Employer contribution / active EE | $2,828 | $2,721+3.9% | $2,689+5.2% | $2,234+26.6% |
| Participant deferral / active EE | $8,142 | $4,349+87.2% | $4,244+91.8% | $3,805+114.0% |
| Admin fee / account holder | $15 | $139-89.0% | $6,642-99.8% | $158-90.3% |