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 MANAGEMENT1 year Filed as: STADION MONEY MANAGEMENT LLC Service code 26 · EIN 58-2099805 | Advisory (Participants) | $37,012 |
Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 5900 O. STREET · LINCOLN, NE 68501 | Recordkeeping | $3,025 |
BLUE CHIP RETIREMENT PLANS, INC.5+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 229118839 | Contract Administrator | $2,800 |
Filed as: MESIROW FINANCIAL MANAGEMENT, INC. Service code 27 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $414 |
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 | $34,510 | $91,517-62.3% | $101,248-65.9% | $73,409-53.0% |
| Participation rate | 74.0% | 73.8%+0.2pp | 75.8%-1.8pp | 72.2%+1.8pp |
| Annual return | 6.15% | 17.17%-11.0pp | 46.47%-40.3pp | 59.29%-53.1pp |
| Employer contribution / active EE | $1,544 | $2,877-46.3% | $3,660-57.8% | $2,234-30.9% |
| Participant deferral / active EE | $2,455 | $3,338-26.5% | $4,370-43.8% | $3,805-35.5% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |