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 10-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,107 |
Service code 49 | Other Services | $18,226 |
Filed as: AMERIPRISE FINANCIAL SERVICE INC Service code 49 · EIN 41-0973005 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,988 | $78,485-10.8% | $106,213-34.1% | $74,495-6.0% |
| Participation rate | 72.9% | 72.8%0pp | 75.3%-2.4pp | 67.2%+5.7pp |
| Annual return | 11.21% | 15.95%-4.7pp | 116.14%-104.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $2,075 | $2,523-17.7% | $3,171-34.6% | $2,623-20.9% |
| Participant deferral / active EE | $4,524 | $4,322+4.7% | $5,016-9.8% | $4,346+4.1% |
| Admin fee / account holder | $354 | $2,232-84.1% | $11,033-96.8% | $1,942-81.8% |