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 CONSULTANTS4 years Filed as: ASSET MANAGEMENT CORP Service code 26 · EIN 36-3706547 | Advisory (Participants) | $14,682 |
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 | $44,617 | $52,953-15.7% | $172,739-74.2% | $65,185-31.6% |
| Participation rate | 56.0% | 66.2%-10.2pp | 82.6%-26.6pp | 70.2%-14.2pp |
| Annual return | 21.25% | 30.12%-8.9pp | 802.84%-781.6pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,050 | $2,190-52.0% | $5,143-79.6% | $2,177-51.7% |
| Participant deferral / active EE | $2,339 | $2,471-5.3% | $5,198-55.0% | $3,514-33.4% |
| Admin fee / account holder | $241 | $472-48.8% | $13,954-98.3% | $847-71.5% |