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 MANAGEMENT5 years Filed as: STADION MONEY MANAGEMENT, INC Service code 26 · EIN 58-2099805 | Advisory (Participants) | $14,825 |
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,971 | $49,451+9.1% | $79,550-32.2% | $66,914-19.3% |
| Participation rate | 43.8% | 61.3%-17.5pp | 69.5%-25.7pp | 69.8%-26.0pp |
| Annual return | -12.98% | 84.25%-97.2pp | 0.16%-13.1pp | 1.58%-14.6pp |
| Employer contribution / active EE | $997 | $1,266-21.3% | $2,413-58.7% | $2,544-60.8% |
| Participant deferral / active EE | $2,807 | $3,159-11.1% | $3,985-29.6% | $4,237-33.7% |
| Admin fee / account holder | $197 | $595-66.8% | $6,832-97.1% | $593-66.7% |