Filed May 9, 2023
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES, LLC Service code 27 5221 AMERIPRISE FIN CTR · MINNEAPOLIS, MN 554740001 | Advisory (Plan) | $38,022 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $36,540 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,387 | $54,193-56.8% | $93,654-75.0% | $77,671-69.9% |
| Participation rate | 94.2% | 63.9%+30.3pp | 68.7%+25.5pp | 70.6%+23.6pp |
| Annual return | 13.41% | 30.54%-17.1pp | 133.34%-119.9pp | 31.21%-17.8pp |
| Employer contribution / active EE | $610 | $1,168-47.8% | $2,421-74.8% | $2,726-77.6% |
| Participant deferral / active EE | $3,732 | $3,144+18.7% | $4,413-15.4% | $4,648-19.7% |
| Admin fee / account holder | $163 | $576-71.7% | $8,282-98.0% | $430-62.1% |