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) | $49,172 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $43,137 |
MCM CPAS & ADVISORS LLP2 years Filed as: MCM CPAS AND ADVISORS LLP Service code 10 2600 MEIDINGER TOWER · LOUISVILLE, KY 40202 | Accounting | $8,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,848 | $72,254-7.5% | $86,677-22.9% | $64,808+3.1% |
| Participation rate | 83.2% | 80.4%+2.8pp | 76.6%+6.6pp | 71.5%+11.7pp |
| Annual return | -14.69% | 392.42%-407.1pp | 35.91%-50.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $1,787 | $2,393-25.3% | $2,836-37.0% | $2,506-28.7% |
| Participant deferral / active EE | $3,994 | $4,658-14.2% | $4,656-14.2% | $4,310-7.3% |
| Admin fee / account holder | $240 | $174+38.0% | $7,493-96.8% | $188+27.8% |