Filed July 14, 2010
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 MANAGEMENT2 years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $30,147 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $12,650 |
Service code 15 · EIN 20-1694816 | Recordkeeping | $5,425 |
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 | $21,673 | $46,173-53.1% | $170,442-87.3% | $69,631-68.9% |
| Participation rate | 85.8% | 63.9%+21.9pp | 83.6%+2.2pp | 70.7%+15.1pp |
| Annual return | 15.19% | 21.62%-6.4pp | 205.93%-190.7pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $722 | $1,610-55.2% | $5,433-86.7% | $2,032-64.5% |
| Participant deferral / active EE | $2,215 | $2,080+6.5% | $4,939-55.2% | $3,224-31.3% |
| Admin fee / account holder | $93 | $116-19.9% | $13,880-99.3% | $110-15.9% |