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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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| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT3 years Service code 49 · EIN 45-1564286 | Other Services | $20,690 |
STALKER & ASSOCIATES, INC.3 years Filed as: STALKER & ASSOCIATES, INC Service code 13 · EIN 23-2756743 301 SOUTH STATE STREET · NEWTOWN, PA 18940 | Contract Administrator | $3,525 |
UNITED OF OMAHA1 year Service code 64 · EIN 47-0322111 | Recordkeeping Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,449 | $84,487-64.0% | $125,339-75.7% | $66,914-54.5% |
| Participation rate | 66.7% | 76.4%-9.7pp | 82.4%-15.7pp | 69.8%-3.1pp |
| Annual return | -2.07% | -8.39%+6.3pp | 572.05%-574.1pp | 1.58%-3.7pp |
| Employer contribution / active EE | $2,252 | $3,553-36.6% | $4,814-53.2% | $2,544-11.5% |
| Participant deferral / active EE | $4,888 | $6,781-27.9% | $7,446-34.4% | $4,237+15.4% |
| Admin fee / account holder | $121 | $685-82.3% | $10,010-98.8% | $593-79.6% |