Filed December 30, 1997
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 SERVICES LLC Service code 27 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $13,269 |
EDWARD JONES8 years Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $7,633 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,917 | $49,915-4.0% | $154,803-69.0% | $74,304-35.5% |
| Participation rate | 50.6% | 54.0%-3.3pp | 78.1%-27.4pp | 60.3%-9.7pp |
| Annual return | 12.29% | 34.06%-21.8pp | 58.88%-46.6pp | 29.43%-17.1pp |
| Employer contribution / active EE | $1,631 | $1,611+1.3% | $4,305-62.1% | $2,241-27.2% |
| Participant deferral / active EE | $3,999 | $2,255+77.4% | $5,540-27.8% | $3,767+6.1% |
| Admin fee / account holder | $228 | $2,189-89.6% | $14,329-98.4% | $2,969-92.3% |