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 CONSULTANTS3 years Filed as: ASSET MANAGEMENT CORP Service code 26 · EIN 36-3706547 | Advisory (Participants) | $14,023 |
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 | $38,556 | $47,977-19.6% | $154,107-75.0% | $56,287-31.5% |
| Participation rate | 48.5% | 66.2%-17.7pp | 83.0%-34.5pp | 69.9%-21.3pp |
| Annual return | -5.87% | 3.54%-9.4pp | 735.12%-741.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $949 | $2,169-56.2% | $5,298-82.1% | $2,111-55.0% |
| Participant deferral / active EE | $2,180 | $2,392-8.9% | $5,081-57.1% | $3,350-34.9% |
| Admin fee / account holder | $242 | $438-44.8% | $13,411-98.2% | $521-53.6% |