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.
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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 |
|---|---|---|
STADION MONEY MANAGEMENT3+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $20,771 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $4,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,100 | $60,545-58.5% | $92,233-72.8% | $69,631-64.0% |
| Participation rate | 45.8% | 72.2%-26.3pp | 76.5%-30.7pp | 70.7%-24.9pp |
| Annual return | 20.45% | 19.71%+0.7pp | 176.28%-155.8pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $2,127 | $2,633-19.2% | $3,679-42.2% | $2,032+4.7% |
| Participant deferral / active EE | $3,226 | $2,828+14.1% | $3,897-17.2% | $3,224+0.1% |
| Admin fee / account holder | $61 | $145-58.2% | $5,194-98.8% | $110-45.2% |