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 CONSULTANTS3+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 6800 JERICHO TURNPIKE · JERICHO, NY 11717 | Contract Administrator | $9,690 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $944 |
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 | $67,854 | $51,466+31.8% | $78,778-13.9% | $62,292+8.9% |
| Participation rate | 90.6% | 59.8%+30.8pp | 69.2%+21.4pp | 69.5%+21.1pp |
| Annual return | 15.75% | 19.96%-4.2pp | 35.62%-19.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,233 | $2,147+50.5% | $2,958+9.3% | $3,169+2.0% |
| Admin fee / account holder | $209 | $489-57.3% | $5,134-95.9% | $479-56.5% |