Filed January 22, 2012 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
ASSOCIATED PENSION CONSULTANTS1+ years Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 99 | Other Fees | $5,607 |
Service code 26 | Advisory (Participants) | $2,635 |
ASSOCIATED PENSION CONSULTANTS1+ years Service code 99 · EIN 11-2630071 6800 JERICHO TURNPIKE · SYOSSET, NY 11791 | Other Fees | $0 |
Filed as: VOYA RETIRMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,012 | $36,916+57.1% | $156,549-62.9% | $57,658+0.6% |
| Participation rate | 11.6% | 63.4%-51.8pp | 84.0%-72.4pp | 70.2%-58.6pp |
| Annual return | 5.56% | 12.38%-6.8pp | 32.23%-26.7pp | 5.13%+0.4pp |
| Employer contribution / active EE | $145 | $1,571-90.8% | $5,501-97.4% | $1,974-92.7% |
| Participant deferral / active EE | $646 | $1,926-66.4% | $4,871-86.7% | $3,061-78.9% |
| Admin fee / account holder | $13 | $82-84.2% | $13,027-99.9% | $95-86.2% |