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, LLC Service code 28 · EIN 45-1564286 | Investment Management | $9,769 |
AMERITAS LIFE INSURANCE CORP7 years Service code 15 · EIN 47-0098400 | Recordkeeping | $777 |
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 | $76,300 | $77,503-1.6% | $100,391-24.0% | $80,856-5.6% |
| Participation rate | 74.5% | 76.9%-2.5pp | 81.5%-7.0pp | 67.6%+6.9pp |
| Annual return | 13.10% | 37.20%-24.1pp | 49.20%-36.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,418 | $2,801-49.4% | $3,942-64.0% | $2,755-48.5% |
| Participant deferral / active EE | $3,274 | $6,820-52.0% | $8,082-59.5% | $4,296-23.8% |
| Admin fee / account holder | $109 | $5,897-98.2% | $7,899-98.6% | $6,918-98.4% |