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 |
|---|---|---|
Filed as: ASSETMARK RETIREMENT SERVICES Service code 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $12,307 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,743 | $65,061-91.2% | $143,757-96.0% | $66,914-91.4% |
| Participation rate | 86.8% | 65.2%+21.7pp | 80.3%+6.5pp | 69.8%+17.0pp |
| Annual return | -6.31% | -11.14%+4.8pp | -0.04%-6.3pp | 1.58%-7.9pp |
| Employer contribution / active EE | $352 | $2,361-85.1% | $4,951-92.9% | $2,544-86.2% |
| Participant deferral / active EE | $2,236 | $2,919-23.4% | $5,637-60.3% | $4,237-47.2% |
| Admin fee / account holder | $43 | $502-91.5% | $14,673-99.7% | $593-92.8% |