Filed February 11, 2005 (most recent of 3 filings on file)
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 |
|---|---|---|
STADION MONEY MANAGEMENT1+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $82,259 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE Service code 50 · EIN 39-1816008 47 PARK PLACE SUITE 850 · APPLETON, WI 54914 | Direct Payment | $11,998 |
Filed as: GUARDIAN INSURANCE & ANNUITY CO Service code 60 · EIN 13-2656306 | Sub-TA Fees | $7,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,730 | $57,435-30.8% | $105,218-62.2% | $55,191-28.0% |
| Participation rate | 62.6% | 71.3%-8.7pp | 77.2%-14.6pp | 69.2%-6.5pp |
| Annual return | -3.02% | 2.97%-6.0pp | 5.33%-8.4pp | 10.78%-13.8pp |
| Employer contribution / active EE | $832 | $1,920-56.7% | $3,255-74.4% | $1,899-56.2% |
| Participant deferral / active EE | $2,185 | $3,495-37.5% | $4,867-55.1% | $3,046-28.3% |
| Admin fee / account holder | $201 | $70+186.2% | $6,992-97.1% | $91+121.7% |