See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $65,029 |
Service code 49 · EIN 41-0973005 | Other Services | $25,943 |
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.)
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 | $82,468 | $61,156+34.8% | $185,823-55.6% | $79,386+3.9% |
| Participation rate | 51.2% | 66.6%-15.4pp | 81.7%-30.5pp | 70.7%-19.5pp |
| Annual return | 15.58% | 19.45%-3.9pp | 122.05%-106.5pp | 116.85%-101.3pp |
| Employer contribution / active EE | $1,216 | $2,321-47.6% | $5,167-76.5% | $2,427-49.9% |
| Participant deferral / active EE | $2,501 | $2,789-10.3% | $5,568-55.1% | $4,046-38.2% |
| Admin fee / account holder | $602 | $710-15.1% | $16,237-96.3% | $626-3.9% |