Filed March 4, 2022 (most recent of 2 filings on file)
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 11 · EIN 11-3271022 6800 JERICHO TURNPIKE · SYOSSET, NY 11791 | Actuarial | $46,203 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,751 | $54,281-54.4% | $60,547-59.1% | $59,188-58.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 68.0%+32.0pp | 69.4%+30.6pp |
| Annual return | -0.86% | 1.74%-2.6pp | 335.64%-336.5pp | 5.51%-6.4pp |
| Employer contribution / active EE | $1,582 | $2,031-22.1% | $2,419-34.6% | $2,098-24.6% |
| Participant deferral / active EE | $2,291 | $2,789-17.9% | $3,328-31.2% | $3,265-29.8% |
| Admin fee / account holder | $34 | $64-47.8% | $4,536-99.3% | $92-63.5% |