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 | $43,092 |
STADION MONEY MANAGEMENT2 years Filed as: STADION MONEY MANAGEMENT, LLC Service code 28 · EIN 45-1564286 | Investment Management | $6,344 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,132 | $84,936-55.1% | $111,297-65.7% | $79,386-52.0% |
| Participation rate | 95.8% | 75.9%+19.9pp | 77.3%+18.5pp | 70.7%+25.1pp |
| Annual return | 12.82% | 17.45%-4.6pp | 54.65%-41.8pp | 116.85%-104.0pp |
| Employer contribution / active EE | $1,025 | $1,979-48.2% | $2,731-62.5% | $2,427-57.8% |
| Participant deferral / active EE | $3,087 | $3,888-20.6% | $4,487-31.2% | $4,046-23.7% |
| Admin fee / account holder | $361 | $537-32.8% | $7,964-95.5% | $626-42.4% |