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 MANAGEMENT3 years Filed as: STADION MONEY MANAGEMENT, LLC Service code 28 · EIN 45-1564286 | Investment Management | $13,354 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $8,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,837 | $47,126-36.7% | $149,673-80.1% | $74,419-59.9% |
| Participation rate | 98.8% | 63.4%+35.4pp | 78.8%+20.0pp | 70.7%+28.0pp |
| Annual return | 17.69% | 22.75%-5.1pp | 134.42%-116.7pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,246 | $1,905-34.6% | $4,818-74.1% | $2,637-52.8% |
| Participant deferral / active EE | $3,444 | $2,728+26.3% | $5,680-39.4% | $4,528-23.9% |
| Admin fee / account holder | $42 | $343-87.8% | $13,210-99.7% | $348-88.0% |