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 | $54,511 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 49 | Other Services | $18,447 |
TRINITY PENSION CONSULTANTS9+ years Service code 49 · EIN 20-4548831 | Other Services | $3,688 |
Service code 49 · EIN 42-0127290 | 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,121 | $76,050+38.2% | $96,544+8.9% | $71,457+47.1% |
| Participation rate | 94.9% | 74.4%+20.5pp | 76.0%+18.9pp | 67.9%+27.0pp |
| Annual return | 10.41% | 22.81%-12.4pp | 25.84%-15.4pp | 28.85%-18.4pp |
| Employer contribution / active EE | $1,905 | $2,244-15.1% | $2,965-35.8% | $2,588-26.4% |
| Participant deferral / active EE | $4,675 | $4,215+10.9% | $4,851-3.6% | $4,289+9.0% |
| Admin fee / account holder | $384 | $2,707-85.8% | $8,252-95.4% | $1,587-75.8% |