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 |
|---|---|---|
FABIAN & BYRN LLC1+ years Service code 13 · EIN 25-1914887 204 EAGLE ROCK AVE · ROSELAND, NJ 07068 | Contract Administrator | $15,000 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT ACTUARIAL SERVICES LLC Service code 11 · EIN 20-3838633 123 PREAKNESS DRIVE · MOUNT LAUREL, NJ 08054 | Actuarial | $12,000 |
WEAVER AND TIDWELL, LLP1+ years Filed as: WEAVER C BARKSDALE AND ASSOC INC Service code 51 · EIN 62-1217255 ONE BURTON HILLS BLVD · NASHVILLE, TN 37215 | Investment Mgmt Fees | $6,743 |
ORANSKY SCARAGGI & BORG P.C.1+ years Filed as: ORANSKY, SCARAGGI & BORG, P.C. Service code 29 · EIN 22-3522685 175 FAIRFIELD AVENUE · WEST CALDWELL, NJ 07006 | Legal | $5,500 |
SHAUGHNESSY GIELLA, CPA, P.C.1+ years Filed as: SHAUGHNESSY GIELLA CPA PC Service code 10 · EIN 22-3010525 420 ROUTE 46 EAST · FAIRFIELD, NJ 07004 | Accounting | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | -0.57% | 4.69%-5.3pp | 5.44%-6.0pp | 4.56%-5.1pp |
| Employer contribution / active EE | $1,827 | $15,631-88.3% | $25,481-92.8% | $15,526-88.2% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |