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 |
|---|---|---|
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 · EIN 11-3271029 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $8,363 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 16-1486454 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,825 | $89,436-24.2% | $164,813-58.8% | $77,643-12.6% |
| Participation rate | 89.8% | 78.6%+11.1pp | 78.6%+11.2pp | 70.6%+19.2pp |
| Annual return | 12.95% | 28.83%-15.9pp | 69.93%-57.0pp | 31.24%-18.3pp |
| Employer contribution / active EE | $1,834 | $2,569-28.6% | $4,341-57.7% | $2,726-32.7% |
| Participant deferral / active EE | $6,314 | $4,897+28.9% | $6,031+4.7% | $4,647+35.9% |
| Admin fee / account holder | $153 | $339-54.9% | $12,690-98.8% | $430-64.5% |