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 MANAGEMENT3+ years Filed as: STADION MONEY MANAGEMENT, INC. Service code 51 · EIN 58-2099805 | Investment Mgmt Fees | $11,570 |
Service code 15 · EIN 13-2656036 | Recordkeeping | $4,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $63,470 | $51,466+23.3% | $78,778-19.4% | $62,292+1.9% |
| Participation rate | 34.0% | 59.8%-25.8pp | 69.2%-35.2pp | 69.5%-35.5pp |
| Annual return | 10.87% | 19.96%-9.1pp | 35.62%-24.8pp | 28.90%-18.0pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,944 | $2,147-9.5% | $2,958-34.3% | $3,169-38.7% |
| Admin fee / account holder | $460 | $489-6.1% | $5,134-91.0% | $479-4.1% |