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 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $11,241 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,324 | $81,460+90.7% | $103,333+50.3% | $80,856+92.1% |
| Participation rate | 95.6% | 66.8%+28.7pp | 74.5%+21.0pp | 67.6%+27.9pp |
| Annual return | 13.28% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $7,357 | $3,105+136.9% | $3,868+90.2% | $2,755+167.1% |
| Participant deferral / active EE | $15,727 | $3,869+306.5% | $5,057+211.0% | $4,296+266.1% |
| Admin fee / account holder | $68 | $6,566-99.0% | $8,355-99.2% | $6,918-99.0% |