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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 522 FIFTH AVENUE 11TH FLOOR · NEW YORK, NY 10036 | Advisory (Plan) | $22,253 |
Filed as: GERSON & ASSOC. CPAS AND ADVISORS Service code 10 · EIN 22-3163246 201 WEST PASSAIC STREET · ROCHELLE PARK, NJ 07662 | Accounting | $19,000 |
FABIAN & BYRN LLC10+ years Service code 13 · EIN 25-1914887 204 EAGLE ROCK AVE · ROSELAND, NJ 07068 | Contract Administrator | $18,613 |
SUMMIT FINANCIAL CORPORATION10+ years Filed as: SUMMIT ACTUARIAL SERVICES LLC Service code 11 · EIN 20-3838633 123 PREAKNES DRIVE · MOUNT LAUREL, NJ 08054 | Actuarial | $7,000 |
ORANSKY SCARAGGI & BORG P.C.2 years Filed as: ORANSKY, SCARAGGI, BORG ESQ Service code 29 · EIN 22-3522685 175 FAIRFIELD AVE · WEST CALDWELL, NJ 07007 | Legal | $5,000 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | - |
| Annual return | 7.85% | 65.56%-57.7pp | 52.39%-44.5pp | - |
| Employer contribution / active EE | $0 | $14,759-100.0% | $23,486-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $224-100.0% | - |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |