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 ALLOC STRAT LLC Service code 27 · EIN 20-1302365 | Advisory (Plan) | $28,108 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,998 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,017 | $72,254-54.3% | $86,677-61.9% | $64,808-49.1% |
| Participation rate | 72.1% | 80.4%-8.3pp | 76.6%-4.5pp | 71.5%+0.7pp |
| Annual return | -17.08% | 392.42%-409.5pp | 35.91%-53.0pp | 32.82%-49.9pp |
| Employer contribution / active EE | $592 | $2,393-75.3% | $2,836-79.1% | $2,506-76.4% |
| Participant deferral / active EE | $2,402 | $4,658-48.4% | $4,656-48.4% | $4,310-44.3% |
| Admin fee / account holder | $196 | $174+12.8% | $7,493-97.4% | $188+4.4% |