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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,000 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC. Service code 27 · EIN 38-2722519 | Advisory (Plan) | $6,988 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,697 | $95,416-74.1% | $185,823-86.7% | $85,850-71.2% |
| Participation rate | 90.5% | 68.8%+21.7pp | 81.7%+8.8pp | 69.3%+21.2pp |
| Annual return | 14.38% | 23.59%-9.2pp | 122.05%-107.7pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,834 | $3,314-14.5% | $5,167-45.2% | $2,565+10.5% |
| Participant deferral / active EE | $719 | $3,423-79.0% | $5,568-87.1% | $3,952-81.8% |
| Admin fee / account holder | $234 | $7,213-96.8% | $16,237-98.6% | $6,260-96.3% |