See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASSET STRATEGY CONSULTANTS2 years Filed as: ASSET ALLOCATIONS STRATEGIES Service code 17 33305 GRAND RIVER AVENUE · FARMINGTON, MI 48336 | Pension Consulting | $68,673 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $9,574 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,200 | $99,078+4.2% | $96,544+6.9% | $74,419+38.7% |
| Participation rate | 86.2% | 80.7%+5.5pp | 76.0%+10.3pp | 70.7%+15.5pp |
| Annual return | 16.42% | 22.48%-6.1pp | 25.84%-9.4pp | 34.38%-18.0pp |
| Employer contribution / active EE | $1,384 | $2,570-46.1% | $2,965-53.3% | $2,637-47.5% |
| Participant deferral / active EE | $5,968 | $4,933+21.0% | $4,851+23.0% | $4,528+31.8% |
| Admin fee / account holder | $162 | $225-28.0% | $8,252-98.0% | $348-53.5% |