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 MANAGEMENT5 years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 | Advisory (Participants) | $36,090 |
Service code 15 · EIN 20-1694816 | Recordkeeping | $12,179 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $7,269 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,828 | $52,293-50.6% | $178,490-85.5% | $73,409-64.8% |
| Participation rate | 85.8% | 65.3%+20.4pp | 81.9%+3.8pp | 72.2%+13.6pp |
| Annual return | 11.85% | 34.75%-22.9pp | 151.07%-139.2pp | 59.29%-47.4pp |
| Employer contribution / active EE | $733 | $1,735-57.7% | $5,011-85.4% | $2,234-67.2% |
| Participant deferral / active EE | $2,485 | $2,332+6.5% | $5,202-52.2% | $3,805-34.7% |
| Admin fee / account holder | $120 | $127-5.6% | $13,984-99.1% | $158-23.9% |