Filed October 18, 2004
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,041 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 | Other Commissions | $17,148 |
TRINITY PENSION CONSULTANTS8+ years Service code 49 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Other Services | $16,274 |
Service code 49 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,568 | $65,435+43.0% | $86,677+8.0% | $66,914+39.8% |
| Participation rate | 93.4% | 75.5%+18.0pp | 76.6%+16.8pp | 69.8%+23.6pp |
| Annual return | -12.20% | -10.89%-1.3pp | 35.91%-48.1pp | 1.58%-13.8pp |
| Employer contribution / active EE | $1,736 | $2,153-19.4% | $2,836-38.8% | $2,544-31.8% |
| Participant deferral / active EE | $4,310 | $4,100+5.1% | $4,656-7.4% | $4,237+1.7% |
| Admin fee / account holder | $367 | $642-42.9% | $7,493-95.1% | $593-38.2% |