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 | $25,616 |
Filed as: AMERIPRISE FINANCIAL Service code 10 · EIN 41-0973005 | Accounting | $12,604 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $78 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $83,971 | $74,552+12.6% | $62,995+33.3% | $69,631+20.6% |
| Participation rate | 51.1% | 78.3%-27.1pp | 74.8%-23.7pp | 70.7%-19.5pp |
| Annual return | 13.52% | 15.77%-2.3pp | 87.57%-74.1pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $1,881 | $2,929-35.8% | $2,759-31.8% | $2,032-7.4% |
| Participant deferral / active EE | $2,924 | $2,974-1.7% | $3,329-12.2% | $3,224-9.3% |
| Admin fee / account holder | $78 | $59+31.0% | $3,600-97.8% | $110-29.5% |