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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,317 |
Filed as: AMERIPRISE FINANCIAL SERVICE INC Service code 49 | Other Services | $19,792 |
ASSURANCE DIMENSIONS1 year Filed as: ASSURANCE DIMENSIONS INC Service code 10 · EIN 26-3429295 | Accounting | $8,000 |
Service code 49 · EIN 51-6041053 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,980 | $76,670-36.1% | $96,683-49.3% | $71,457-31.5% |
| Participation rate | 82.4% | 66.6%+15.8pp | 74.3%+8.0pp | 67.9%+14.4pp |
| Annual return | 12.47% | 48.29%-35.8pp | 35.69%-23.2pp | 28.85%-16.4pp |
| Employer contribution / active EE | $2,403 | $3,031-20.7% | $3,737-35.7% | $2,588-7.1% |
| Participant deferral / active EE | $3,860 | $3,771+2.4% | $4,878-20.9% | $4,289-10.0% |
| Admin fee / account holder | $406 | $2,028-80.0% | $6,730-94.0% | $1,587-74.4% |