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 | Other Services | $9,777 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC. Service code 49 · EIN 11-3271022 401 BROADHOLLOW RD · MELVILLE, NY 11747 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,410 | $91,407-29.5% | $135,903-52.6% | $71,457-9.9% |
| Participation rate | 88.1% | 75.7%+12.5pp | 81.9%+6.2pp | 67.9%+20.2pp |
| Annual return | 20.75% | 29.90%-9.1pp | 68.23%-47.5pp | 28.85%-8.1pp |
| Employer contribution / active EE | $6,661 | $3,703+79.8% | $4,856+37.2% | $2,588+157.4% |
| Participant deferral / active EE | $10,854 | $7,092+53.0% | $7,758+39.9% | $4,289+153.1% |
| Admin fee / account holder | $9 | $1,266-99.3% | $10,762-99.9% | $1,587-99.4% |