Filed July 28, 2025
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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $20,943 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 | Other Services | $5,970 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC. Service code 49 · EIN 11-3271022 | Other Services | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,888 | $101,317-24.1% | $146,958-47.7% | $74,495+3.2% |
| Participation rate | 88.1% | 75.5%+12.5pp | 82.2%+5.9pp | 67.2%+20.9pp |
| Annual return | 17.13% | 8730.91%-8713.8pp | 418.34%-401.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $5,927 | $3,810+55.5% | $4,933+20.1% | $2,623+125.9% |
| Participant deferral / active EE | $9,236 | $7,303+26.5% | $8,070+14.5% | $4,346+112.5% |
| Admin fee / account holder | $38 | $1,739-97.8% | $12,998-99.7% | $1,942-98.1% |