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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $35,258 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,334 |
ASSOCIATED PENSION CONSULTANTS10+ years Service code 27 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | Advisory (Plan) | $8,015 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,155 | $150,818-37.6% | $81,382+15.7% | - |
| Participation rate | 100.0% | 67.3%+32.7pp | 69.5%+30.5pp | - |
| Annual return | 9.67% | 14.05%-4.4pp | 24.73%-15.1pp | - |
| Employer contribution / active EE | $3,010 | $2,537+18.6% | $2,463+22.2% | - |
| Participant deferral / active EE | $5,691 | $4,233+34.5% | $3,883+46.6% | - |
| Admin fee / account holder | $369 | $25,214-98.5% | $5,768-93.6% | - |