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 | $46,947 |
Filed as: AMERIPRISE FINANCIAL Service code 10 · EIN 41-0973005 | Accounting | $11,443 |
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 | $99,788 | $83,884+19.0% | $64,056+55.8% | $74,419+34.1% |
| Participation rate | 48.9% | 76.6%-27.7pp | 72.3%-23.4pp | 70.7%-21.8pp |
| Annual return | 16.35% | 16.57%-0.2pp | 33.69%-17.3pp | 34.38%-18.0pp |
| Employer contribution / active EE | $1,696 | $3,084-45.0% | $2,747-38.3% | $2,637-35.7% |
| Participant deferral / active EE | $2,745 | $3,692-25.6% | $3,880-29.3% | $4,528-39.4% |
| Admin fee / account holder | $121 | $196-38.1% | $3,068-96.0% | $348-65.1% |