See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $53,890 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,601 | $28,416-6.4% | $73,545-63.8% | $69,631-61.8% |
| Participation rate | 31.9% | 38.3%-6.4pp | 54.9%-23.0pp | 70.7%-38.8pp |
| Annual return | 15.25% | -694.13%+709.4pp | -15.16%+30.4pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $224 | $430-48.0% | $1,219-81.6% | $2,032-89.0% |
| Participant deferral / active EE | $709 | $897-20.9% | $1,806-60.7% | $3,224-78.0% |
| Admin fee / account holder | $209 | $104+100.5% | $2,320-91.0% | $110+89.5% |