Filed December 1, 2013
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 MANAGEMENT1+ years Service code 28 · EIN 58-2099805 | Investment Management | $184,176 |
APPLIED PLAN ADMINISTRATORS LLC1+ years Filed as: APPLIED PLAN ADMINISTRATORS Service code 15 · EIN 46-5761416 | Recordkeeping | $16,475 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,269 | $75,760-52.1% | $123,104-70.5% | $59,188-38.7% |
| Participation rate | 91.3% | 86.0%+5.3pp | 86.8%+4.5pp | 69.4%+21.9pp |
| Annual return | -1.94% | 2.93%-4.9pp | 13.22%-15.2pp | 5.51%-7.4pp |
| Employer contribution / active EE | $1,257 | $3,415-63.2% | $5,151-75.6% | $2,098-40.1% |
| Participant deferral / active EE | $3,967 | $5,000-20.7% | $6,230-36.3% | $3,265+21.5% |
| Admin fee / account holder | $143 | $61+136.1% | $9,015-98.4% | $92+55.5% |