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 | $39,413 |
Filed as: AMERIPRISE FINANCIAL SVCS INC - 205 Service code 49 · EIN 41-0973005 | Other Services | $15,974 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,935 | $72,607+1.8% | $90,749-18.5% | $66,914+10.5% |
| Participation rate | 72.6% | 73.7%-1.1pp | 75.7%-3.1pp | 69.8%+2.8pp |
| Annual return | -15.62% | -12.28%-3.3pp | -12.16%-3.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,430 | $2,369+2.6% | $2,921-16.8% | $2,544-4.5% |
| Participant deferral / active EE | $4,317 | $3,977+8.5% | $4,564-5.4% | $4,237+1.9% |
| Admin fee / account holder | $383 | $707-45.9% | $8,445-95.5% | $593-35.5% |