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 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $41,983 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $39,145 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,176 | $79,519-11.7% | $95,952-26.9% | $73,409-4.4% |
| Participation rate | 84.1% | 81.2%+2.9pp | 77.1%+7.0pp | 72.2%+11.9pp |
| Annual return | 12.60% | 19.20%-6.6pp | 91.61%-79.0pp | 59.29%-46.7pp |
| Employer contribution / active EE | $1,472 | $2,048-28.1% | $2,541-42.1% | $2,234-34.1% |
| Participant deferral / active EE | $3,251 | $4,138-21.4% | $4,167-22.0% | $3,805-14.6% |
| Admin fee / account holder | $195 | $184+5.8% | $6,795-97.1% | $158+23.5% |