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 |
|---|---|---|
Filed as: ASSET MANAGEMENT CORP Service code 26 · EIN 36-3706547 | Advisory (Participants) | $9,251 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,945 | $46,732-16.7% | $156,549-75.1% | $55,167-29.4% |
| Participation rate | 57.1% | 65.8%-8.7pp | 84.0%-26.9pp | 69.0%-11.8pp |
| Annual return | 6.23% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,404 | $2,105-33.3% | $5,501-74.5% | $1,963-28.5% |
| Participant deferral / active EE | $2,751 | $2,204+24.8% | $4,871-43.5% | $3,054-9.9% |
| Admin fee / account holder | $101 | $418-75.9% | $13,027-99.2% | $504-80.0% |