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 | $83,386 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 22 · EIN 41-0973005 | Insurance Broker | $72,035 |
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 | $155,610 | $63,745+144.1% | $98,442+58.1% | $79,386+96.0% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 11.84% | 625.80%-614.0pp | 1492.73%-1480.9pp | 116.85%-105.0pp |
| Employer contribution / active EE | $3,071 | $2,557+20.1% | $2,960+3.8% | $2,427+26.5% |
| Participant deferral / active EE | $7,845 | $3,303+137.5% | $4,276+83.5% | $4,046+93.9% |
| Admin fee / account holder | $361 | $516-30.0% | $5,949-93.9% | $626-42.4% |