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.4+ years Service code 13 · EIN 22-1750854 P.O. BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $192,484 |
FIDUCIARY MANAGEMENT, INC.4+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 225 EAST MASON STREET · MILWAUKEE, WI 53202 | Investment Management | $143,546 |
ROTHSCHILD ASSET MANAGEMENT4+ 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) | $127,790 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 27 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Plan) | $66,899 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET MANAGEMENT Service code 27 · EIN 94-2672851 | Advisory (Plan) | $58,993 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST Service code 27 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Advisory (Plan) | $47,518 |
Filed as: VOYA INVESTMENTS Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $47,269 |
MEPT4+ years Filed as: MEPT-NEWTOWER Service code 27 · EIN 52-6218800 700 13TH ST. NW, SUITE 1150 · WASHINGTON, DC 20005 | Advisory (Plan) | $41,871 |
BAIRD FUNDS4+ 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 | $41,528 |
WELLS FARGO BANK, N.A.4+ years Filed as: WACHOVIA BANK NA Service code 28 · EIN 22-0781130 21 SOUTH STREET, 4TH FLOOR · MORRISTOWN, NJ 07960 | Investment Management | $32,257 |
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.
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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -4.73% | 4.25%-9.0pp | -752.26%+747.5pp | 0.19%-4.9pp |
| Employer contribution / active EE | $11,043 | $11,906-7.3% | $31,802-65.3% | $13,763-19.8% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |