See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,890 |
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $11,691 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,811 | $73,638-55.4% | $95,952-65.8% | $73,488-55.4% |
| Participation rate | 72.3% | 76.2%-3.9pp | 77.1%-4.8pp | 70.7%+1.6pp |
| Annual return | 17.83% | 16.78%+1.1pp | 91.61%-73.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $1,100 | $1,863-40.9% | $2,541-56.7% | $2,270-51.5% |
| Participant deferral / active EE | $3,467 | $3,617-4.2% | $4,167-16.8% | $3,740-7.3% |
| Admin fee / account holder | $222 | $482-53.9% | $6,795-96.7% | $513-56.6% |