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 |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 10 · EIN 41-0973005 | Accounting | $848,790 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $43,161 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,395 | $79,124+6.7% | $60,874+38.6% | $64,808+30.2% |
| Participation rate | 67.0% | 77.7%-10.7pp | 73.1%-6.1pp | 71.5%-4.4pp |
| Annual return | -14.80% | -7.13%-7.7pp | 16.90%-31.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $1,957 | $3,050-35.8% | $2,701-27.6% | $2,506-21.9% |
| Participant deferral / active EE | $3,360 | $3,725-9.8% | $3,817-12.0% | $4,310-22.0% |
| Admin fee / account holder | $110 | $106+3.8% | $3,224-96.6% | $188-41.6% |