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 |
|---|---|---|
CONGRESS ASSET MANAGEMENT10+ years Filed as: CONGRESS ASSET MANAGEMENT COMPANY Service code 28 · EIN 04-2848965 2 SEAPORT LANE, 5TH FLOOR · BOSTON, MA 02210 | Investment Management | $318,471 |
RAMIREZ ASSET MANAGEMENT10+ years Service code 28 61 BROADWAY · NEW YORK, NY 10006 | Investment Management | $237,902 |
FABIAN & BYRN LLC10+ years Filed as: FABIAN AND BYRN, LLC Service code 14 · EIN 25-1914887 | Plan Administrator | $225,730 |
BLACKROCK10+ years Service code 28 525 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $107,446 |
MPC CAPITAL ADVISORS LLC9 years Filed as: MPC CAPITAL ADVISORS, LLC Service code 27 622 THIRD AVE, 38TH FL. · NEW YORK, NY 10017 | Advisory (Plan) | $88,159 |
MSPC10+ years Service code 10 · EIN 22-2951202 340 NORTH AVE · CRANFORD, NJ 07016 | Accounting | $72,366 |
SUMMIT FINANCIAL CORPORATION10+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 50 · EIN 36-1776424 | Direct Payment | $70,000 |
Service code 28 · EIN 26-2237421 900 7TH STREET NW, SUITE 600 · WASHINGTON, DC 20001 | Investment Management | $66,183 |
THE BANK OF NEW YORK MELLON5 years Service code 28 · EIN 13-5160382 | Investment Management | $43,151 |
ZAZZALI, FAGELLA, NOWAK, KLEINBAUM10+ years Filed as: ZAZZALI FAGELLA Service code 29 ONE RIVERFRONT PLAZA, SUITE 320 · NEWARK, NJ 07101 | Legal | $40,508 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.68% | 10.33%+0.3pp | 8.09%+2.6pp | 9.30%+1.4pp |
| Employer contribution / active EE | $18,327 | $14,972+22.4% | $28,732-36.2% | $12,557+46.0% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |