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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.
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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,137 |
STADION MONEY MANAGEMENT3+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $18,917 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 | Contract Administrator | $9,715 |
Service code 49 · EIN 13-4023176 | Other Services | $6,177 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,455 | $51,466+71.9% | $78,778+12.3% | $62,292+42.0% |
| Participation rate | 73.2% | 59.8%+13.4pp | 69.2%+4.0pp | 69.5%+3.7pp |
| Annual return | 17.72% | 19.96%-2.2pp | 35.62%-17.9pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,622 | $827+96.0% | $1,986-18.3% | $2,042-20.6% |
| Participant deferral / active EE | $5,157 | $2,147+140.1% | $2,958+74.3% | $3,169+62.7% |
| Admin fee / account holder | $379 | $489-22.5% | $5,134-92.6% | $479-20.9% |