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 |
|---|---|---|
Filed as: ASSETMARK RETIREMENT SERVICES Service code 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $50,703 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $24,004 | $81,632-70.6% | $70,449-65.9% | $158,922-84.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 5.98% | 208.40%-202.4pp | 109.03%-103.0pp | 302.83%-296.8pp |
| Employer contribution / active EE | $596 | $3,217-81.5% | $2,737-78.2% | $4,761-87.5% |
| Participant deferral / active EE | $44 | $4,554-99.0% | $3,709-98.8% | $5,982-99.3% |
| Admin fee / account holder | $340 | $6,193-94.5% | $3,845-91.2% | $11,246-97.0% |