See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.3+ years Service code 13 · EIN 22-1750854 P.O. BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $155,152 |
FIDUCIARY MANAGEMENT, INC.3+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 225 EAST MASON STREET · MILWAUKEE, WI 53202 | Investment Management | $130,976 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD ASSET MGT. Service code 27 · EIN 90-0087978 1251 AVENUE OF THE AMERICAS, FL 44 · NEW YORK, NY 10020 | Advisory (Plan) | $116,148 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET MANAGEMENT Service code 27 · EIN 94-2672851 | Advisory (Plan) | $58,935 |
Filed as: VOYA INVESTMENTS Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $47,002 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST Service code 27 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Advisory (Plan) | $45,200 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT LLC Service code 27 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Plan) | $43,801 |
BAIRD FUNDS3+ years Filed as: BAIRD FUNDS INC.C/O U.S. BANCORP FU Service code 28 615 E MICHIGAN STREET, THIRD FLOOR · MILWAUKEE, WI 53202 | Investment Management | $41,317 |
DODGE & COX3+ years Filed as: DODGE & COX INTERNATIONAL Service code 27 · EIN 94-1441976 | Advisory (Plan) | $41,170 |
MEPT3+ years Filed as: MEPT-NEWTOWER Service code 27 · EIN 52-6218800 700 13TH ST. NW, SUITE 1150 · WASHINGTON, DC 20005 | Advisory (Plan) | $39,354 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.84% | 11.78%+2.1pp | 8.32%+5.5pp | 23.90%-10.1pp |
| Employer contribution / active EE | $10,122 | $11,309-10.5% | $30,793-67.1% | $16,539-38.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |