Filed December 30, 1996
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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $16,563 |
Filed as: AMERIPRISE FINANCIAL Service code 27 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $10,892 |
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 | $57,653 | $65,118-11.5% | $76,768-24.9% | $55,725+3.5% |
| Participation rate | 84.9% | 79.6%+5.3pp | 77.0%+7.9pp | 70.9%+14.0pp |
| Annual return | -4.80% | -1.27%-3.5pp | 2.43%-7.2pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,495 | $1,941-23.0% | $2,485-39.9% | $2,078-28.1% |
| Participant deferral / active EE | $3,294 | $3,688-10.7% | $3,852-14.5% | $3,356-1.8% |
| Admin fee / account holder | $70 | $116-39.9% | $6,675-99.0% | $115-39.5% |