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.9+ years Service code 13 · EIN 22-1750854 P.O. BOX 1028 · WEST TRENTON, NJ 08628 | Contract Administrator | $273,621 |
WELLS FARGO BANK, N.A.9+ years Filed as: WACHOVIA BANK NA Service code 28 · EIN 22-0781130 21 SOUTH STREET, 4TH FLOOR · MORRISTOWN, NJ 07960 | Investment Management | $170,688 |
LAZARD ASSET MANAGEMENT7 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 27 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Plan) | $91,549 |
WESTERN ASSET MANAGEMENT COMPANY9+ years Filed as: WESTERN ASSET MANAGEMENT Service code 27 · EIN 94-2672851 | Advisory (Plan) | $90,248 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $85,197 |
Service code 28 · EIN 20-3145515 | Investment Management | $78,915 |
Filed as: VOYA INVESTMENTS Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $70,097 |
BAIRD FUNDS1 year Filed as: BAIRD FUNDS INC. C/O U.S. BANCORP Service code 28 615 E. MICHIGAN STREET, THIRD FLOOR · MILWAUKEE, WI 53202 | Investment Management | $61,913 |
BENTALL GREEN OAK3 years Service code 28 · EIN 52-6218800 | Investment Management | $54,175 |
NEWTOWER TRUST COMPANY1 year Filed as: MEPT NEWTOWER TRUST Service code 27 · EIN 30-0872552 | Advisory (Plan) | $53,286 |
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 14.02% | 7.15%+6.9pp | 20.18%-6.2pp | 37.74%-23.7pp |
| Employer contribution / active EE | $14,753 | $13,270+11.2% | $29,108-49.3% | $15,781-6.5% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |