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 99 · EIN 11-3271022 | Other Fees | $1,131 |
Service code 99 · EIN 02-0044666 | Other Fees | $365 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $43,395 | $58,655-26.0% | $91,989-52.8% | $65,185-33.4% |
| Participation rate | 90.7% | 75.3%+15.4pp | 78.6%+12.1pp | 70.2%+20.5pp |
| Annual return | 22.26% | 33.92%-11.7pp | 69.02%-46.8pp | 29.38%-7.1pp |
| Employer contribution / active EE | $3,072 | $2,080+47.7% | $3,452-11.0% | $2,177+41.2% |
| Participant deferral / active EE | $4,523 | $5,474-17.4% | $5,923-23.6% | $3,514+28.7% |
| Admin fee / account holder | $20 | $434-95.4% | $7,743-99.7% | $847-97.7% |