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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 MANAGEMENT9+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $11,908 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 15 · EIN 31-1299207 | Recordkeeping | $8,475 |
AMERITAS LIFE INSURANCE CORP6 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $4,522 |
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,098 | $86,929-76.9% | $102,423-80.4% | $80,856-75.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 19.68% | 18.88%+0.8pp | 29.32%-9.6pp | 35.59%-15.9pp |
| Employer contribution / active EE | $1,704 | $2,369-28.1% | $3,023-43.6% | $2,755-38.1% |
| Participant deferral / active EE | $1,775 | $4,118-56.9% | $5,053-64.9% | $4,296-58.7% |
| Admin fee / account holder | $137 | $8,049-98.3% | $9,451-98.6% | $6,918-98.0% |