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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $74,268 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,217 | $68,408-57.3% | $57,179-48.9% | $57,658-49.3% |
| Participation rate | 74.2% | 79.1%-4.9pp | 75.3%-1.1pp | 70.2%+4.0pp |
| Annual return | 11.64% | 8.51%+3.1pp | 14.59%-2.9pp | 5.13%+6.5pp |
| Employer contribution / active EE | $1,984 | $2,869-30.8% | $2,682-26.0% | $1,974+0.5% |
| Participant deferral / active EE | $2,906 | $2,903+0.1% | $3,096-6.2% | $3,061-5.1% |
| Admin fee / account holder | $224 | $70+221.1% | $3,139-92.9% | $95+136.6% |