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 MANAGEMENT8 years Filed as: STADION MONEY MANAGEMENT INC Service code 26 · EIN 58-2099805 | Advisory (Participants) | $51,519 |
BLUE CHIP RETIREMENT PLANS, INC.9+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 229118839 | Contract Administrator | $6,991 |
AMERITAS LIFE INSURANCE CORP5 years Filed as: AMERITAS LIFE INSURANCE COMPANY Service code 15 · EIN 47-0098400 5900 O. STREET · LINCOLN, NE 68501 | Recordkeeping | $5,226 |
Service code 27 · EIN 75-1553739 | Advisory (Plan) | $0 |
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 | $41,535 | $82,917-49.9% | $103,333-59.8% | $77,643-46.5% |
| Participation rate | 81.2% | 71.6%+9.7pp | 74.5%+6.7pp | 70.6%+10.6pp |
| Annual return | 24.73% | 19.13%+5.6pp | 24.88%-0.2pp | 31.24%-6.5pp |
| Employer contribution / active EE | $2,032 | $3,552-42.8% | $3,868-47.5% | $2,726-25.5% |
| Participant deferral / active EE | $3,094 | $4,108-24.7% | $5,057-38.8% | $4,647-33.4% |
| Admin fee / account holder | $151 | $638-76.3% | $8,355-98.2% | $430-64.9% |