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 | $33,802 |
Filed as: AMERIPRISE FINANCIAL Service code 10 · EIN 41-0973005 | Accounting | $14,983 |
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 | $80,472 | $70,083+14.8% | $59,878+34.4% | $55,725+44.4% |
| Participation rate | 58.9% | 78.4%-19.5pp | 74.7%-15.8pp | 70.9%-12.0pp |
| Annual return | 0.38% | 3.13%-2.7pp | 3.46%-3.1pp | 244.93%-244.5pp |
| Employer contribution / active EE | $2,026 | $2,878-29.6% | $2,722-25.6% | $2,078-2.5% |
| Participant deferral / active EE | $3,354 | $3,079+8.9% | $3,402-1.4% | $3,3560% |
| Admin fee / account holder | $113 | $70+60.2% | $3,590-96.9% | $115-2.2% |