See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.6+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD, PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $382,556 |
Service code 10 · EIN 22-3163246 201 WEST PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $36,000 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 31 WEST 52ND STREET 23RD FLOOR · NEW YORK, NY 10019 | Advisory (Plan) | $30,000 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $25,000 |
O'BRIEN BELLAND & BUSHINSKY5+ years Service code 29 · EIN 37-1467056 | Legal | $19,250 |
MSPC2 years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $11,256 |
Service code 28 · EIN 06-1050034 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,653 | $81,719+155.3% | $101,248+106.1% | $90,288+131.1% |
| Participation rate | 92.1% | 80.7%+11.3pp | 75.8%+16.3pp | 73.4%+18.7pp |
| Annual return | 14.15% | 337.64%-323.5pp | 46.47%-32.3pp | 53.97%-39.8pp |
| Employer contribution / active EE | $13,404 | $3,622+270.1% | $3,660+266.3% | $2,524+431.0% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $207 | $162+27.7% | $5,945-96.5% | $114+81.3% |