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 |
|---|---|---|
PLUMBERS LOCAL 24 FUND ANNUITY10+ years Filed as: PLUMBERS LOCAL 24 ANNUITY FUND Service code 99 PO BOX 1028 · WEST TRENTON, NJ 08628 | Other Fees | $392,658 |
I.E. SHAFFER & CO.10+ years Filed as: I E SHAFFER & CO. Service code 13 · EIN 22-1750854 PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $93,788 |
Service code 13 · EIN 26-4708098 20 FAIRFIELD PLACE · WEST CALDWELL, NJ 07006 | Contract Administrator | $79,827 |
Filed as: GERSON & ASSOCIATES CPAS AND ADV, P Service code 10 · EIN 22-3163246 201 W PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $34,115 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GRAYSTONE Service code 10 · EIN 26-4310632 | Accounting | $29,920 |
Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CALDWELL, NJ 07006 | Legal | $17,240 |
Filed as: LINDABURY MCCORMICK & ESTABROOK Service code 29 · EIN 22-1943351 | Legal | $13,126 |
Filed as: ZAZZALI, FAGELLA, NOWAK, ET AL Service code 29 · EIN 22-1973215 ONE RIVERFRONT PLAZA · NEWARK, NJ 07102 | Legal | $7,583 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return 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 | $158,253 | $95,880+65.1% | $107,525+47.2% | $85,563+85.0% |
| Participation rate | 97.2% | 70.1%+27.1pp | 75.1%+22.2pp | 66.0%+31.3pp |
| Annual return | 6.50% | 68.06%-61.6pp | 181.32%-174.8pp | 31.51%-25.0pp |
| Employer contribution / active EE | $8,944 | $3,812+134.6% | $3,754+138.3% | $2,654+237.1% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $274 | $1,025-73.3% | $8,919-96.9% | $834-67.2% |