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 |
|---|---|---|
Service code 49 · EIN 22-2755716 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Other Services | $5,973 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,738 | $73,360-6.3% | $177,989-61.4% | $74,495-7.7% |
| Participation rate | 76.9% | 66.6%+10.3pp | 77.1%-0.2pp | 67.2%+9.7pp |
| Annual return | 14.99% | 17.49%-2.5pp | 294.48%-279.5pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $4,913 | $2,216+121.7% | $3,949+24.4% | $2,623+87.3% |
| Participant deferral / active EE | $4,884 | $4,513+8.2% | $6,276-22.2% | $4,346+12.4% |
| Admin fee / account holder | $54 | $1,808-97.0% | $10,363-99.5% | $1,942-97.2% |