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) | $81,220 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,163 |
AZALEA ADMINISTRATION LLC3 years Service code 13 P.O. BOX 180293 · MOBILE, AL 36618 | Contract Administrator | $17,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,405 | $56,767+25.8% | $101,794-29.9% | $85,563-16.5% |
| Participation rate | 58.4% | 57.6%+0.8pp | 69.2%-10.8pp | 66.0%-7.5pp |
| Annual return | 16.29% | 17.76%-1.5pp | 30.53%-14.2pp | 31.51%-15.2pp |
| Employer contribution / active EE | $1,180 | $1,112+6.1% | $2,289-48.5% | $2,654-55.5% |
| Participant deferral / active EE | $2,490 | $2,720-8.5% | $4,084-39.0% | $4,375-43.1% |
| Admin fee / account holder | $312 | $1,098-71.6% | $8,777-96.4% | $834-62.6% |