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.2 years Filed as: I.E. SHAFFER Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $280,223 |
SAGE ADVISORY SERVICES3 years Service code 27 · EIN 74-2798841 | Advisory (Plan) | $129,143 |
LAZARD ASSET MANAGEMENT10+ years Filed as: LAZARD Service code 27 · EIN 05-0530199 | Advisory (Plan) | $111,913 |
MSPC10+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07016 | Accounting | $56,697 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GRAYSTONE Service code 27 · EIN 26-4310632 522 5TH AVE, 11TH FLOOR · NEW YORK, NY 10036 | Advisory (Plan) | $53,050 |
Filed as: FIRST ACTUARIAL CONSULTING Service code 11 · EIN 26-3842522 | Actuarial | $35,231 |
O'BRIEN BELLAND & BUSHINSKY2 years Filed as: O'BRIEN, BELLAND & BUSHINSKY LLC Service code 29 · EIN 37-1467056 | Legal | $24,838 |
Service code 27 · EIN 62-1217255 | Advisory (Plan) | $23,988 |
LINDABURY, MCCORMICK, ESTABROOK10+ years Service code 29 · EIN 22-1943351 | Legal | $17,500 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Investment Management | $10,533 |
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.
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 3.47% | 9.24%-5.8pp | 9.65%-6.2pp | 10.71%-7.2pp |
| Employer contribution / active EE | $17,640 | $14,215+24.1% | $26,259-32.8% | $14,986+17.7% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |