See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STADION MONEY MANAGEMENT9 years Filed as: STADION MONEY MANAGEMENT INC Service code 26 · EIN 58-2099805 | Advisory (Participants) | $66,791 |
BLUE CHIP RETIREMENT PLANS, INC.10+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 229118839 | Contract Administrator | $10,259 |
AMERITAS LIFE INSURANCE CORP6 years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 5900 O. STREET · LINCOLN, NE 68501 | Recordkeeping | $6,298 |
Service code 27 · EIN 75-1553739 | Advisory (Plan) | $263 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,338 | $95,880-40.2% | $107,525-46.7% | $85,563-33.0% |
| Participation rate | 80.9% | 70.1%+10.8pp | 75.1%+5.9pp | 66.0%+15.0pp |
| Annual return | 12.41% | 68.06%-55.6pp | 181.32%-168.9pp | 31.51%-19.1pp |
| Employer contribution / active EE | $2,268 | $3,812-40.5% | $3,754-39.6% | $2,654-14.5% |
| Participant deferral / active EE | $3,540 | $4,201-15.7% | $5,116-30.8% | $4,375-19.1% |
| Admin fee / account holder | $234 | $1,025-77.2% | $8,919-97.4% | $834-71.9% |