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 8-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 |
|---|---|---|
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 | Other Services | $2,585 |
MORNINGSTAR1 year Filed as: MORNINGSTAR - EIN # 36-3297908 Service code 27 | Advisory (Plan) | $832 |
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 | $35,376 | $54,517-35.1% | $75,972-53.4% | $74,495-52.5% |
| Participation rate | 98.1% | 60.3%+37.8pp | 69.1%+29.1pp | 67.2%+30.9pp |
| Annual return | 17.22% | 31.82%-14.6pp | 359.55%-342.3pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $815 | $1,777-54.1% | $2,685-69.6% | $2,623-68.9% |
| Participant deferral / active EE | $6,411 | $3,066+109.1% | $4,255+50.7% | $4,346+47.5% |
| Admin fee / account holder | $49 | $2,229-97.8% | $6,467-99.2% | $1,942-97.5% |