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.7+ 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 | $329,600 |
IBEW LOCAL 351 SURETY FUND1 year Service code 13 · EIN 22-3431479 | Contract Administrator | $290,328 |
O'BRIEN BELLAND & BUSHINSKY6+ years Service code 29 · EIN 37-1467056 | Legal | $74,302 |
Service code 10 · EIN 22-3163246 201 WEST PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $37,000 |
MORGAN STANLEY SMITH BARNEY7+ 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 MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $25,000 |
MSPC3 years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $10,381 |
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 | $233,692 | $88,770+163.3% | $109,143+114.1% | $93,030+151.2% |
| Participation rate | 90.5% | 81.5%+9.0pp | 75.9%+14.6pp | 73.9%+16.6pp |
| Annual return | 11.87% | 60.64%-48.8pp | 25.75%-13.9pp | 158.70%-146.8pp |
| Employer contribution / active EE | $11,684 | $3,780+209.1% | $3,722+213.9% | $2,706+331.8% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $213 | $172+23.5% | $6,752-96.8% | $152+40.3% |