Filed February 22, 2006
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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $19,352 |
Filed as: AMERIPRISE FINANCIAL Service code 10 · EIN 41-0973005 | Accounting | $6,848 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $91 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,931 | $68,408+9.5% | $57,179+31.0% | $57,658+30.0% |
| Participation rate | 25.2% | 79.1%-53.9pp | 75.3%-50.1pp | 70.2%-45.0pp |
| Annual return | 7.16% | 8.51%-1.4pp | 14.59%-7.4pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,268 | $2,869-55.8% | $2,682-52.7% | $1,974-35.8% |
| Participant deferral / active EE | $1,948 | $2,903-32.9% | $3,096-37.1% | $3,061-36.4% |
| Admin fee / account holder | $63 | $70-10.2% | $3,139-98.0% | $95-33.9% |