Filed November 9, 2005
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 |
|---|---|---|
STADION MONEY MANAGEMENT2+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $11,496 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $4,283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,876 | $42,546+33.7% | $71,796-20.8% | $55,167+3.1% |
| Participation rate | 39.0% | 59.1%-20.1pp | 69.1%-30.1pp | 69.0%-30.0pp |
| Annual return | 4.93% | 12.36%-7.4pp | 78.04%-73.1pp | 169.23%-164.3pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,407 | $2,064+16.6% | $2,794-13.9% | $3,054-21.2% |
| Admin fee / account holder | $206 | $650-68.3% | $4,815-95.7% | $504-59.2% |