Filed August 18, 2020 (most recent of 2 filings on file)
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, INC. Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON RD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $10,843 |
DANA CONSULTING GROUP, LTD.3+ years Service code 15 · EIN 36-3905542 1539 GAMON ROAD · WHEATON, IL 60189 | Recordkeeping | $1,560 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,798 | $58,083-72.8% | $80,019-80.3% | $56,287-71.9% |
| Participation rate | 85.3% | 73.6%+11.7pp | 75.8%+9.4pp | 69.9%+15.4pp |
| Annual return | 9.16% | 34.61%-25.5pp | 11.22%-2.1pp | -9.96%+19.1pp |
| Employer contribution / active EE | $1,541 | $1,932-20.2% | $2,468-37.6% | $2,111-27.0% |
| Participant deferral / active EE | $1,832 | $3,135-41.6% | $3,686-50.3% | $3,350-45.3% |
| Admin fee / account holder | $95 | $623-84.8% | $6,521-98.5% | $521-81.8% |