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 RC, LLC1 year Filed as: ASSET STRATEGY Service code 27 3500 MARKET STREET, · CAMP HILL, PA 17011 | Advisory (Plan) | $6,575 |
Service code 37 · EIN 04-2647786 | Loan Processing | $180 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,116 | $66,124-4.5% | $90,404-30.2% | $73,488-14.1% |
| Participation rate | 99.1% | 69.7%+29.4pp | 72.7%+26.4pp | 70.7%+28.4pp |
| Annual return | 19.05% | 17.65%+1.4pp | 1293.02%-1274.0pp | 28.51%-9.5pp |
| Employer contribution / active EE | $3,325 | $2,346+41.7% | $3,262+1.9% | $2,270+46.5% |
| Participant deferral / active EE | $5,972 | $3,039+96.5% | $3,963+50.7% | $3,740+59.7% |
| Admin fee / account holder | $47 | $396-88.2% | $5,611-99.2% | $513-90.9% |