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 |
|---|---|---|
I.E. SHAFFER & CO.4+ years Filed as: IE SHAFFER AND COMPANY Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $117,671 |
DAVID A GERSON CPA & ASSOC PC4+ years Filed as: DAVID A. GERSON, CPA & ASSOC., PC Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $31,647 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 522 FIFTH AVENUE · NEW YORK, NY 10036 | Advisory (Plan) | $30,682 |
SHAUGHNESSY GIELLA, CPA, P.C.4+ years Filed as: SHAUGHNESSY GIELLA,CPA,PC Service code 10 · EIN 22-3010525 PO BOX 189 · TOTOWA, NJ 075110189 | Accounting | $28,350 |
TIMOTHY R HOTT PC4+ years Service code 29 · EIN 22-3724341 531 SUMMIT AVE · JERSEY CITY, NJ 07306 | Legal | $20,745 |
ORANSKY SCARAGGI & BORG P.C.4+ years Filed as: ORANSKY SCARAGGI AND BORG PC Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CALDWELL, NJ 07006 | Legal | $18,133 |
FOX ROTHSCHILD LLP4+ years Filed as: FOX ROTHCHILD Service code 29 · EIN 23-1404723 100 PARK AVE · NEW YORK, NY 10017 | Legal | $7,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,888 | $60,396+98.5% | $83,848+43.0% | $75,289+59.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -0.07% | 3.84%-3.9pp | 850.88%-850.9pp | -0.04%0pp |
| Employer contribution / active EE | $6,850 | $3,343+104.9% | $3,631+88.7% | $2,405+184.8% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $77 | $141-45.5% | $5,478-98.6% | $102-24.7% |