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 MANAGEMENT3+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $62,732 |
THE RETIREMENT ADVANTAGE INC3+ years Filed as: THE RETIREMENT ADVANTAGE Service code 50 · EIN 39-1816008 47 PARK PLACE SUITE 850 · APPLETON, WI 54914 | Direct Payment | $8,371 |
Filed as: GUARDIAN INSURANCE & ANNUITY CO Service code 60 · EIN 13-2656036 | Sub-TA Fees | $5,703 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,935 | $68,544-37.4% | $115,752-62.9% | $69,631-38.3% |
| Participation rate | 57.3% | 74.0%-16.6pp | 77.8%-20.4pp | 70.7%-13.3pp |
| Annual return | 16.94% | 20.97%-4.0pp | 19.41%-2.5pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $791 | $2,400-67.0% | $3,492-77.4% | $2,032-61.1% |
| Participant deferral / active EE | $2,105 | $3,887-45.9% | $5,204-59.6% | $3,224-34.7% |
| Admin fee / account holder | $133 | $90+47.0% | $6,278-97.9% | $110+20.2% |