Filed March 17, 2026 (most recent of 2 filings on file)
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 15 · EIN 13-3689044 | Recordkeeping | $62,828 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 22 · EIN 41-0973005 | Insurance Broker | $62,169 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $107,406 | $51,620+108.1% | $90,281+19.0% | $65,185+64.8% |
| Participation rate | 98.2% | 68.6%+29.6pp | 73.3%+24.9pp | 70.2%+28.0pp |
| Annual return | 19.82% | 24.94%-5.1pp | 78.10%-58.3pp | 29.38%-9.6pp |
| Employer contribution / active EE | $3,046 | $2,235+36.3% | $2,854+6.7% | $2,177+40.0% |
| Participant deferral / active EE | $6,876 | $2,871+139.5% | $3,885+77.0% | $3,514+95.7% |
| Admin fee / account holder | $255 | $384-33.7% | $5,351-95.2% | $847-69.9% |