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, LLC Service code 28 · EIN 45-1564286 | Investment Management | $12,661 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $7,618 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,057 | $46,292-45.9% | $143,757-82.6% | $64,808-61.3% |
| Participation rate | 80.3% | 64.2%+16.0pp | 80.3%-0.1pp | 71.5%+8.8pp |
| Annual return | -15.49% | -10.05%-5.4pp | -0.04%-15.4pp | 32.82%-48.3pp |
| Employer contribution / active EE | $923 | $1,910-51.7% | $4,951-81.4% | $2,506-63.2% |
| Participant deferral / active EE | $2,766 | $2,646+4.5% | $5,637-50.9% | $4,310-35.8% |
| Admin fee / account holder | $40 | $154-73.8% | $14,673-99.7% | $188-78.6% |