Filed February 1, 2006
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 |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $34,962 |
STADION MONEY MANAGEMENT1 year Filed as: STADION MONEY MANAGEMENT, LLC Service code 28 · EIN 45-1564286 | Investment Management | $2,103 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,205 | $73,884-51.0% | $95,952-62.3% | - |
| Participation rate | 94.9% | 80.0%+15.0pp | 77.1%+17.9pp | - |
| Annual return | 14.27% | 11.13%+3.1pp | 91.61%-77.3pp | - |
| Employer contribution / active EE | $640 | $1,782-64.1% | $2,541-74.8% | - |
| Participant deferral / active EE | $3,419 | $3,914-12.7% | $4,167-18.0% | - |
| Admin fee / account holder | $309 | $4,316-92.8% | $6,795-95.5% | - |