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 |
|---|---|---|
Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $22,990 |
STADION MONEY MANAGEMENT3 years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $16,442 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $6,484 |
Service code 15 · EIN 20-1694816 | Recordkeeping | $1,550 |
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 | $20,011 | $37,196-46.2% | $154,107-87.0% | $55,725-64.1% |
| Participation rate | 82.5% | 64.1%+18.4pp | 83.0%-0.5pp | 70.9%+11.6pp |
| Annual return | -6.20% | 1319.68%-1325.9pp | 735.12%-741.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $666 | $1,614-58.7% | $5,298-87.4% | $2,078-67.9% |
| Participant deferral / active EE | $2,199 | $2,068+6.3% | $5,081-56.7% | $3,356-34.5% |
| Admin fee / account holder | $97 | $102-4.9% | $13,411-99.3% | $115-16.1% |