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 49 111 EXPRESS ST · PLAINVIEW, NY 11803 | Other Services | $8,824 |
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 | $148,596 | $105,181+41.3% | $159,436-6.8% | $85,850+73.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.86% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.7pp |
| Employer contribution / active EE | $8,146 | $3,318+145.5% | $4,829+68.7% | $2,565+217.6% |
| Participant deferral / active EE | $10,016 | $5,945+68.5% | $7,352+36.2% | $3,952+153.5% |
| Admin fee / account holder | $13 | $6,933-99.8% | $10,799-99.9% | $6,260-99.8% |