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 |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $49,377 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,820 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,525 | $37,317-82.5% | $77,024-91.5% | $77,904-91.6% |
| Participation rate | 40.6% | 46.9%-6.2pp | 67.9%-27.3pp | 73.7%-33.1pp |
| Annual return | -13.29% | -5.88%-7.4pp | 42.32%-55.6pp | 12.21%-25.5pp |
| Employer contribution / active EE | $616 | $1,218-49.4% | $2,812-78.1% | $2,848-78.4% |
| Participant deferral / active EE | $1,113 | $2,564-56.6% | $4,426-74.8% | $4,806-76.8% |
| Admin fee / account holder | $61 | $126-51.6% | $5,425-98.9% | $133-54.1% |