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 9-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 |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $14,317 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,871 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,130 | $41,078-43.7% | $80,569-71.3% | $71,457-67.6% |
| Participation rate | 86.1% | 50.2%+35.9pp | 67.0%+19.1pp | 67.9%+18.2pp |
| Annual return | 21.88% | 38.45%-16.6pp | 935.43%-913.6pp | 28.85%-7.0pp |
| Employer contribution / active EE | $885 | $1,506-41.2% | $2,723-67.5% | $2,588-65.8% |
| Participant deferral / active EE | $1,434 | $2,699-46.9% | $4,447-67.8% | $4,289-66.6% |
| Admin fee / account holder | $267 | $1,840-85.5% | $5,377-95.0% | $1,587-83.2% |