Filed March 17, 2017 (most recent of 3 filings on file)
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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $95,978 |
CAPFINANCIAL PARTNERS LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $83,200 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $48,680 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 26 · EIN 41-0823832 | Advisory (Participants) | $6,285 |
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 | $107,924 | $92,091+17.2% | $62,995+71.3% | $77,958+38.4% |
| Participation rate | 97.3% | 74.5%+22.8pp | 74.8%+22.5pp | 71.6%+25.6pp |
| Annual return | 42.59% | 16.23%+26.4pp | 87.57%-45.0pp | 20.87%+21.7pp |
| Employer contribution / active EE | $4,751 | $3,424+38.7% | $2,759+72.2% | $2,310+105.6% |
| Participant deferral / active EE | $3,351 | $3,361-0.3% | $3,329+0.6% | $3,537-5.3% |
| Admin fee / account holder | $72 | $48+49.9% | $3,600-98.0% | $97-26.2% |