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 year Service code 49 · EIN 45-1564286 | Other Services | $8,189 |
Filed as: STALKER & ASSOCIATES, INC Service code 13 · EIN 23-2756743 301 SOUTH STATE STREET · NEWTOWN, PA 18940 | Contract Administrator | $1,095 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,298 | $99,957-67.7% | $149,696-78.4% | $73,488-56.1% |
| Participation rate | 71.9% | 75.7%-3.8pp | 82.5%-10.6pp | 70.7%+1.2pp |
| Annual return | -9.42% | 53.87%-63.3pp | 276.60%-286.0pp | 28.51%-37.9pp |
| Employer contribution / active EE | $2,297 | $3,191-28.0% | $4,644-50.5% | $2,270+1.2% |
| Participant deferral / active EE | $4,682 | $6,073-22.9% | $6,842-31.6% | $3,740+25.2% |
| Admin fee / account holder | $81 | $551-85.2% | $9,309-99.1% | $513-84.1% |