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 | $5,434 |
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 | $48,688 | $46,360+5.0% | $147,614-67.0% | $52,331-7.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.20% | 1.62%-1.8pp | 61.98%-62.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $3,050 | $2,126+43.5% | $5,564-45.2% | $1,882+62.1% |
| Participant deferral / active EE | $4,780 | $2,258+111.7% | $4,895-2.4% | $3,022+58.2% |
| Admin fee / account holder | $2 | $766-99.7% | $11,611-100.0% | $592-99.6% |