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 | $373 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $119 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,107 | $81,248-91.3% | $155,509-95.4% | $80,856-91.2% |
| Participation rate | 70.6% | 66.2%+4.4pp | 78.2%-7.6pp | 67.6%+3.0pp |
| Annual return | 12.18% | 33.31%-21.1pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,837 | $3,452-46.8% | $5,626-67.3% | $4,296-57.2% |
| Admin fee / account holder | $7 | $7,997-99.9% | $15,912-100.0% | $6,918-99.9% |