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 | $14,462 |
ASSET STRATEGY CONSULTANTS3+ years Filed as: LOWERY ASSET CONSULTING Service code 27 · EIN 35-2173959 | Advisory (Plan) | $6,721 |
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 | $123,757 | $73,102+69.3% | $123,544+0.2% | $56,287+119.9% |
| Participation rate | 77.9% | 74.3%+3.6pp | 82.3%-4.4pp | 69.9%+8.0pp |
| Annual return | -4.05% | 3.01%-7.1pp | 119.20%-123.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $3,529 | $2,977+18.5% | $4,628-23.7% | $2,111+67.2% |
| Participant deferral / active EE | $7,102 | $5,423+31.0% | $6,426+10.5% | $3,350+112.0% |
| Admin fee / account holder | $110 | $554-80.2% | $9,284-98.8% | $521-78.9% |