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 MANAGEMENT4 years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $34,531 |
Service code 15 · EIN 20-1694816 | Recordkeeping | $3,850 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $2,874 |
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 | $23,107 | $62,928-63.3% | $172,739-86.6% | $67,579-65.8% |
| Participation rate | 79.6% | 64.5%+15.2pp | 82.6%-3.0pp | 71.3%+8.4pp |
| Annual return | 20.10% | 30.36%-10.3pp | 802.84%-782.7pp | 378.56%-358.5pp |
| Employer contribution / active EE | $684 | $1,636-58.2% | $5,143-86.7% | $2,148-68.2% |
| Participant deferral / active EE | $2,291 | $2,145+6.8% | $5,198-55.9% | $3,539-35.3% |
| Admin fee / account holder | $91 | $167-45.1% | $13,954-99.3% | $142-35.7% |