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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.
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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 MANAGEMENT3 years Filed as: STADION MONEY MANAGEMENT, LLC Service code 28 · EIN 45-1564286 | Investment Management | $8,141 |
AMERITAS LIFE INSURANCE CORP5 years Service code 15 · EIN 47-0098400 | Recordkeeping | $1,489 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,564 | $58,320-28.7% | $86,436-51.9% | $66,914-37.9% |
| Participation rate | 84.0% | 78.6%+5.4pp | 80.3%+3.7pp | 69.8%+14.2pp |
| Annual return | -16.65% | -9.71%-6.9pp | 4394.89%-4411.5pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,326 | $2,615-49.3% | $3,769-64.8% | $2,544-47.9% |
| Participant deferral / active EE | $3,053 | $6,899-55.7% | $6,952-56.1% | $4,237-27.9% |
| Admin fee / account holder | $76 | $546-86.0% | $6,731-98.9% | $593-87.1% |