Filed April 7, 2015
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 Service code 26 · EIN 58-2099805 | Advisory (Participants) | $68,374 |
FREEDMAN BENEFITS GROUP3+ years Service code 15 30400 TELEGRAPH ROAD · BINGHAM FARMS, MI 48025 | Recordkeeping | $28,920 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,250 | $53,925-12.4% | $75,670-37.6% | $69,631-32.1% |
| Participation rate | 73.9% | 71.2%+2.7pp | 72.3%+1.6pp | 70.7%+3.2pp |
| Annual return | 44.05% | 17.84%+26.2pp | 27.34%+16.7pp | 27571.02%-27527.0pp |
| Employer contribution / active EE | $453 | $1,802-74.9% | $2,352-80.7% | $2,032-77.7% |
| Participant deferral / active EE | $1,779 | $2,569-30.8% | $3,142-43.4% | $3,224-44.8% |
| Admin fee / account holder | $142 | $97+46.3% | $5,800-97.6% | $110+28.6% |