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 MANAGEMENT4+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON RD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $8,882 |
DANA CONSULTING GROUP, LTD.4+ years Service code 15 · EIN 36-3905542 1539 GAMON ROAD · WHEATON, IL 60189 | Recordkeeping | $1,440 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,007 | $66,310-77.4% | $93,606-84.0% | $65,185-77.0% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 4.25% | 42.58%-38.3pp | 32.76%-28.5pp | 29.38%-25.1pp |
| Employer contribution / active EE | $1,305 | $2,012-35.2% | $2,718-52.0% | $2,177-40.1% |
| Participant deferral / active EE | $1,680 | $3,342-49.7% | $4,069-58.7% | $3,514-52.2% |
| Admin fee / account holder | $88 | $6,897-98.7% | $7,888-98.9% | $847-89.6% |