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.6+ years Filed as: IE SHAFFER AND COMPANY Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $109,155 |
DAVID A GERSON CPA & ASSOC PC6+ years Filed as: DAVID A. GERSON, CPA & ASSOC., PC Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $41,608 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 522 FIFTH AVENUE · NEW YORK, NY 10036 | Advisory (Plan) | $31,364 |
TIMOTHY R HOTT PC6+ years Service code 29 · EIN 22-3724341 100 CHALLENGER ROAD · RIDGEFIELD PARK, NJ 07660 | Legal | $29,771 |
SHAUGHNESSY GIELLA, CPA, P.C.6+ years Filed as: SHAUGHNESSY GIELLA,CPA,PC Service code 10 · EIN 22-3010525 23 KULICK ROAD · FAIRFIELD, NJ 07004 | Accounting | $28,350 |
ORANSKY SCARAGGI & BORG P.C.6+ years Filed as: ORANSKY SCARAGGI AND BORG PC Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CALDWELL, NJ 07006 | Legal | $18,577 |
FOX ROTHSCHILD LLP2 years Filed as: FOX ROTHCHILD LLP Service code 29 · EIN 23-1404723 49 MARKET STREET · MORRISTOWN, NJ 07960 | Legal | $7,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,542 | $81,719+87.9% | $101,248+51.6% | $90,288+70.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 8.41% | 337.64%-329.2pp | 46.47%-38.1pp | 53.97%-45.6pp |
| Employer contribution / active EE | $7,778 | $3,622+114.7% | $3,660+112.5% | $2,524+208.2% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $84 | $162-48.4% | $5,945-98.6% | $114-26.8% |