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 |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 27 709111 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $40,848 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $36,448 |
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 | $66,084 | $73,404-10.0% | $87,100-24.1% | $67,579-2.2% |
| Participation rate | 85.8% | 80.9%+4.9pp | 76.9%+8.9pp | 71.3%+14.5pp |
| Annual return | 22.39% | 48.29%-25.9pp | 28.19%-5.8pp | 378.56%-356.2pp |
| Employer contribution / active EE | $1,515 | $2,014-24.8% | $2,521-39.9% | $2,148-29.4% |
| Participant deferral / active EE | $3,361 | $3,913-14.1% | $4,049-17.0% | $3,539-5.0% |
| Admin fee / account holder | $189 | $142+33.1% | $7,497-97.5% | $142+32.5% |