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 MANAGEMENT6 years Filed as: STADION MONEY MANAGEMENT INC Service code 26 · EIN 58-2099805 | Advisory (Participants) | $44,704 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 5900 O. STREET · LINCOLN, NE 68501 | Recordkeeping | $4,148 |
BLUE CHIP RETIREMENT PLANS, INC.7+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 229118839 | Contract Administrator | $3,964 |
MISIROW FINANCIAL MANAGEMENT, INC.2 years Service code 27 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $315 |
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 | $34,111 | $106,236-67.9% | $112,228-69.6% | $64,808-47.4% |
| Participation rate | 74.1% | 71.7%+2.5pp | 75.1%-0.9pp | 71.5%+2.7pp |
| Annual return | -15.32% | -6.02%-9.3pp | 27.45%-42.8pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,761 | $3,166-44.4% | $3,635-51.6% | $2,506-29.7% |
| Participant deferral / active EE | $2,653 | $3,785-29.9% | $4,728-43.9% | $4,310-38.5% |
| Admin fee / account holder | $170 | $452-62.3% | $6,410-97.3% | $188-9.3% |