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 CONSULTANTS2+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 11 · EIN 11-3271022 6800 JERICHO TURNPIKE · SYOSSET, NY 11791 | Actuarial | $4,754 |
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 | $49,651 | $46,732+6.2% | $156,549-68.3% | $55,167-10.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 8.00% | 17.72%-9.7pp | 32.23%-24.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $3,571 | $2,105+69.6% | $5,501-35.1% | $1,963+81.9% |
| Participant deferral / active EE | $4,590 | $2,204+108.2% | $4,871-5.8% | $3,054+50.3% |
| Admin fee / account holder | $3 | $418-99.3% | $13,027-100.0% | $504-99.4% |