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 MANAGEMENT5 years Filed as: STADION MONEY MANAGEMENT INC Service code 26 · EIN 58-2099805 | Advisory (Participants) | $43,174 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 5900 O. STREET · LINCOLN, NE 68501 | Recordkeeping | $4,467 |
BLUE CHIP RETIREMENT PLANS, INC.6+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 229118839 | Contract Administrator | $3,271 |
MISIROW FINANCIAL MANAGEMENT, INC.1 year Service code 27 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $385 |
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 | $40,628 | $78,275-48.1% | $109,143-62.8% | $86,799-53.2% |
| Participation rate | 78.9% | 73.8%+5.0pp | 75.9%+3.0pp | 72.3%+6.6pp |
| Annual return | 19.49% | 19.14%+0.3pp | 25.75%-6.3pp | 97.91%-78.4pp |
| Employer contribution / active EE | $1,724 | $3,105-44.5% | $3,722-53.7% | $2,405-28.3% |
| Participant deferral / active EE | $2,648 | $3,641-27.3% | $4,653-43.1% | $4,131-35.9% |
| Admin fee / account holder | $147 | $198-25.7% | $6,752-97.8% | $170-13.1% |