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 |
|---|---|---|
ASSET STRATEGY CONSULTANTS2 years Filed as: ASSET MANAGEMENT CORP Service code 26 · EIN 36-3706547 | Advisory (Participants) | $13,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,351 | $55,453-20.0% | $170,442-74.0% | $62,292-28.8% |
| Participation rate | 56.4% | 66.4%-9.9pp | 83.6%-27.2pp | 69.5%-13.1pp |
| Annual return | 15.38% | 21.38%-6.0pp | 205.93%-190.6pp | 28.90%-13.5pp |
| Employer contribution / active EE | $1,018 | $2,164-53.0% | $5,433-81.3% | $2,042-50.2% |
| Participant deferral / active EE | $2,466 | $2,303+7.1% | $4,939-50.1% | $3,169-22.2% |
| Admin fee / account holder | $98 | $455-78.4% | $13,880-99.3% | $479-79.5% |