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 |
|---|---|---|
Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $12,164 |
STADION MONEY MANAGEMENT1 year Filed as: STADION MONEY MANAGEMENT, INC Service code 26 · EIN 58-2099805 | Advisory (Participants) | $6,139 |
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.)
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 | $68,821 | $42,548+61.8% | $74,550-7.7% | $56,287+22.3% |
| Participation rate | 30.5% | 60.5%-29.9pp | 69.1%-38.6pp | 69.9%-39.3pp |
| Annual return | -4.33% | 12.40%-16.7pp | 32.53%-36.9pp | -9.96%+5.6pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,451 | $2,277-36.3% | $3,108-53.3% | $3,350-56.7% |
| Admin fee / account holder | $376 | $467-19.4% | $5,060-92.6% | $521-27.8% |