Filed February 13, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
ASSOCIATED PENSION CONSULTANTS1+ years Service code 10 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 959270000 | Accounting | $13,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,371 | $33,745-10.0% | $64,105-52.6% | $55,191-45.0% |
| Participation rate | 49.9% | 59.4%-9.5pp | 68.2%-18.3pp | 69.2%-19.3pp |
| Annual return | -1.77% | 4.95%-6.7pp | 791.24%-793.0pp | 10.78%-12.6pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,223 | $1,929-36.6% | $2,822-56.6% | $3,046-59.8% |
| Admin fee / account holder | $49 | $94-48.4% | $4,499-98.9% | $91-46.4% |