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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.
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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 |
|---|---|---|
ASSOCIATED PENSION CONSULTANTS4+ years Filed as: ASSOCIATED PENSION CONSULTANTS INC. Service code 49 | Other Services | $9,863 |
ASSOCIATED PENSION CONSULTANTS4+ years Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,981 | $54,193+12.5% | $93,606-34.9% | $77,643-21.5% |
| Participation rate | 33.4% | 63.9%-30.5pp | 68.7%-35.3pp | 70.6%-37.1pp |
| Annual return | 14.71% | 30.54%-15.8pp | 133.20%-118.5pp | 31.24%-16.5pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,349 | $3,144+6.5% | $4,411-24.1% | $4,647-27.9% |
| Admin fee / account holder | $13 | $576-97.7% | $8,285-99.8% | $430-96.9% |