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 | $39,342 |
Filed as: AMERIPRISE FINANCIAL Service code 10 · EIN 41-0973005 | Accounting | $1,710 |
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 | $95,069 | $95,542-0.5% | $69,455+36.9% | $67,579+40.7% |
| Participation rate | 60.8% | 79.4%-18.6pp | 74.6%-13.8pp | 71.3%-10.5pp |
| Annual return | 18.09% | 17.67%+0.4pp | 28.97%-10.9pp | 378.56%-360.5pp |
| Employer contribution / active EE | $2,105 | $2,989-29.6% | $2,779-24.3% | $2,148-2.0% |
| Participant deferral / active EE | $3,260 | $3,263-0.1% | $3,535-7.8% | $3,539-7.9% |
| Admin fee / account holder | $135 | $90+50.1% | $3,839-96.5% | $142-5.2% |