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 MANAGEMENT1 year Filed as: STADION MONEY MANAGEMENT, LLC Service code 28 · EIN 45-1564286 | Investment Management | $6,268 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $32,726 | $58,879-44.4% | $178,490-81.7% | $73,488-55.5% |
| Participation rate | 21.2% | 66.2%-45.1pp | 81.9%-60.8pp | 70.7%-49.5pp |
| Annual return | 11.97% | 24.86%-12.9pp | 151.07%-139.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $411 | $2,236-81.6% | $5,011-91.8% | $2,270-81.9% |
| Participant deferral / active EE | $551 | $2,567-78.6% | $5,202-89.4% | $3,740-85.3% |
| Admin fee / account holder | $86 | $400-78.6% | $13,984-99.4% | $513-83.3% |