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 | $12,040 |
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 | $82,535 | $101,317-18.5% | $146,958-43.8% | $74,495+10.8% |
| Participation rate | 88.6% | 75.5%+13.0pp | 82.2%+6.4pp | 67.2%+21.4pp |
| Annual return | 16.43% | 8730.91%-8714.5pp | 418.34%-401.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $6,591 | $3,810+73.0% | $4,933+33.6% | $2,623+151.3% |
| Participant deferral / active EE | $11,111 | $7,303+52.1% | $8,070+37.7% | $4,346+155.7% |
| Admin fee / account holder | $18 | $1,739-99.0% | $12,998-99.9% | $1,942-99.1% |