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 |
|---|---|---|
CFS INVESTMENT ADVISORY SERVICES9+ years Service code 26 97 LACKAWANNA AVENUE · TOTOWA, NJ 07512 | Advisory (Participants) | $53,935 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 51 · EIN 01-0233346 | Investment Mgmt Fees | $26,570 |
Filed as: PRIME PENSIONS, INC. Service code 13 · EIN 46-1224594 25B VREELAND ROAD - SUITE 209 · FLORHAM PARK, NJ 07932 | Contract Administrator | $13,020 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,817 | $65,557+23.3% | $64,056+26.2% | $71,457+13.1% |
| Participation rate | 71.0% | 73.2%-2.1pp | 72.3%-1.3pp | 67.9%+3.1pp |
| Annual return | 13.30% | 18.94%-5.6pp | 33.69%-20.4pp | 28.85%-15.6pp |
| Employer contribution / active EE | $7,481 | $2,669+180.3% | $2,747+172.4% | $2,588+189.1% |
| Participant deferral / active EE | $1,784 | $3,626-50.8% | $3,880-54.0% | $4,289-58.4% |
| Admin fee / account holder | $474 | $616-23.1% | $3,068-84.6% | $1,587-70.1% |