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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT2 years Filed as: STADION MONEY MANAGEMENT INC. Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $2,917 |
AMERITAS LIFE INSURANCE CORP2 years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,605 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,527 | $109,359-76.7% | $162,163-84.3% | $72,985-65.0% |
| Participation rate | 50.0% | 84.3%-34.3pp | 87.6%-37.6pp | 69.5%-19.5pp |
| Annual return | 24.43% | 25.46%-1.0pp | 115.59%-91.2pp | 81.00%-56.6pp |
| Employer contribution / active EE | $796 | $3,907-79.6% | $5,614-85.8% | $2,440-67.4% |
| Participant deferral / active EE | $3,308 | $5,481-39.7% | $7,298-54.7% | $3,607-8.3% |
| Admin fee / account holder | $67 | $7,972-99.2% | $10,843-99.4% | $5,124-98.7% |