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 26 · EIN 58-2099805 | Advisory (Participants) | $36,796 |
BLUE CHIP RETIREMENT PLANS, INC.4+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 229118839 | Contract Administrator | $3,756 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,210 | $66,601-44.1% | $92,893-59.9% | $67,579-44.9% |
| Participation rate | 67.1% | 72.5%-5.4pp | 76.0%-8.9pp | 71.3%-4.2pp |
| Annual return | 3.78% | 92.58%-88.8pp | 109.41%-105.6pp | 378.56%-374.8pp |
| Employer contribution / active EE | $1,425 | $2,775-48.7% | $3,653-61.0% | $2,148-33.7% |
| Participant deferral / active EE | $2,274 | $3,157-27.9% | $4,236-46.3% | $3,539-35.7% |
| Admin fee / account holder | $143 | $199-28.2% | $5,794-97.5% | $142+0.4% |