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 9-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 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $48,006 |
Filed as: AMERIPRISE FINANCIAL SVCS INC - 205 Service code 49 · EIN 41-0973005 | Other Services | $18,876 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $71,204 | $58,879+20.9% | $178,490-60.1% | $73,488-3.1% |
| Participation rate | 52.8% | 66.2%-13.4pp | 81.9%-29.1pp | 70.7%-17.9pp |
| Annual return | 15.62% | 24.86%-9.2pp | 151.07%-135.4pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,381 | $2,236-38.3% | $5,011-72.4% | $2,270-39.2% |
| Participant deferral / active EE | $2,642 | $2,567+2.9% | $5,202-49.2% | $3,740-29.4% |
| Admin fee / account holder | $475 | $400+18.7% | $13,984-96.6% | $513-7.4% |