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 |
|---|---|---|
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 401 BROADHOLLOW DRIVE · MELVILLE, NY 11747 | Other Services | $6,025 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,712 |
Filed as: VOYA RETIREMENT INS & ANNTY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $5,712 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,827 | $30,086+182.0% | $61,373+38.2% | $64,808+30.9% |
| Participation rate | 11.5% | 36.4%-24.9pp | 52.6%-41.1pp | 71.5%-60.0pp |
| Annual return | -17.88% | -13.99%-3.9pp | 338.61%-356.5pp | 32.82%-50.7pp |
| Employer contribution / active EE | $96 | $536-82.0% | $1,159-91.7% | $2,506-96.2% |
| Participant deferral / active EE | $865 | $1,126-23.1% | $2,125-59.3% | $4,310-79.9% |
| Admin fee / account holder | $27 | $148-82.1% | $2,130-98.8% | $188-85.9% |