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 |
|---|---|---|
I.E. SHAFFER & CO.10+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD, PO BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $382,006 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 19 · EIN 13-2638166 | Securities Custodian | $299,230 |
NEUBERGER BERMAN10+ years Filed as: NEUBERGER BERMAN, LLC Service code 28 · EIN 13-5521910 605 THIRD AVE, 2ND FLOOR · NEW YORK, NY 10158 | Investment Management | $206,960 |
RIDGEWORTH2 years Filed as: KAYNE ANDERSON RUDNICK INVESTMENT Service code 28 · EIN 95-4575414 DEPT LA 21569 · PASADENA, CA 91185 | Investment Management | $199,233 |
BLACKSTONE2 years Filed as: BLACKSTONE ALTERNATIVE ASSET MANAGE Service code 28 · EIN 13-3702086 345 PARK AVENUE, 28TH FLOOR · NEW YORK, NY 10154 | Investment Management | $159,366 |
DIAMOND HILL10+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 325 JOHN H MCCONNELL BLVD, STE 200 · COLUMBUS, OH 43215 | Investment Management | $133,255 |
RICHMOND CAPITAL MANAGEMENT10+ years Service code 28 · EIN 54-1288566 | Investment Management | $113,645 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $102,707 |
MSPC2 years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07016 | Accounting | $54,732 |
BRADFORD & MARZEC10+ years Service code 28 · EIN 26-1870753 333 S HOPE STREET, SUITE 4050 · LOS ANGELES, CA 90071 | Investment Management | $52,507 |
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 | 10.12% | 11.08%-1.0pp | 8.09%+2.0pp | 8.76%+1.4pp |
| Employer contribution / active EE | $24,351 | $13,876+75.5% | $28,732-15.2% | $16,627+46.5% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |