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 | $330 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $134 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 | Other Services | $125 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,738 | $80,717-89.2% | $154,803-94.4% | $84,808-89.7% |
| Participation rate | 76.2% | 66.8%+9.4pp | 78.1%-1.9pp | 68.3%+7.9pp |
| Annual return | 19.04% | 37.96%-18.9pp | 58.88%-39.8pp | 40.90%-21.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,245 | $3,303-32.0% | $5,540-59.5% | $4,212-46.7% |
| Admin fee / account holder | $10 | $6,746-99.9% | $14,329-99.9% | $7,344-99.9% |