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 | $27,174 |
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).
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 | $6,765 | $47,126-85.6% | $149,673-95.5% | $74,419-90.9% |
| Participation rate | 81.5% | 63.4%+18.1pp | 78.8%+2.7pp | 70.7%+10.8pp |
| Annual return | 31.98% | 22.75%+9.2pp | 134.42%-102.4pp | 34.38%-2.4pp |
| Employer contribution / active EE | $168 | $1,905-91.2% | $4,818-96.5% | $2,637-93.6% |
| Participant deferral / active EE | $1,106 | $2,728-59.4% | $5,680-80.5% | $4,528-75.6% |
| Admin fee / account holder | $75 | $343-78.0% | $13,210-99.4% | $348-78.3% |