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 6-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) | $27,760 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,145 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,416 | $79,171-54.0% | $102,423-64.4% | $74,495-51.1% |
| Participation rate | 93.6% | 74.8%+18.8pp | 76.5%+17.1pp | 67.2%+26.4pp |
| Annual return | 12.66% | 54.93%-42.3pp | 29.32%-16.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,317 | $2,362-1.9% | $3,023-23.4% | $2,623-11.7% |
| Participant deferral / active EE | $3,456 | $4,415-21.7% | $5,053-31.6% | $4,346-20.5% |
| Admin fee / account holder | $386 | $2,001-80.7% | $9,451-95.9% | $1,942-80.1% |