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 |
|---|---|---|
Filed as: IBEW LOCAL 351 SURETY PLAN Service code 99 · EIN 22-3431479 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Other Fees | $766,862 |
I.E. SHAFFER & CO.1 year Filed as: I.E. SHAFFER & CO Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $341,311 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,000 |
Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $38,500 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 31 WEST 52ND STREET · NEW YORK, NY 10019 | Advisory (Plan) | $30,000 |
Service code 29 · EIN 37-1467056 | Legal | $28,732 |
MSPC6 years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 | Accounting | $18,476 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,224 | $241,101+7.5% | $103,333+150.9% | $199,593+29.9% |
| Participation rate | 96.2% | 78.3%+18.0pp | 74.5%+21.7pp | 72.0%+24.3pp |
| Annual return | 15.63% | 17.80%-2.2pp | 24.88%-9.2pp | 34.25%-18.6pp |
| Employer contribution / active EE | $16,165 | $4,244+280.9% | $3,868+317.9% | $3,034+432.7% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $212 | $288-26.3% | $8,355-97.5% | $269-21.2% |