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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,616 |
ASSET STRATEGY CONSULTANTS2+ years Filed as: LOWERY ASSET CONSULTING Service code 27 · EIN 35-2173959 | Advisory (Plan) | $5,294 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $136,593 | $80,753+69.1% | $136,294+0.2% | $62,292+119.3% |
| Participation rate | 82.3% | 73.5%+8.7pp | 81.9%+0.3pp | 69.5%+12.7pp |
| Annual return | 17.78% | 35.83%-18.1pp | 5155.94%-5138.2pp | 28.90%-11.1pp |
| Employer contribution / active EE | $3,402 | $2,884+18.0% | $4,695-27.5% | $2,042+66.6% |
| Participant deferral / active EE | $6,800 | $5,164+31.7% | $6,247+8.9% | $3,169+114.6% |
| Admin fee / account holder | $150 | $525-71.5% | $9,243-98.4% | $479-68.8% |