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 · PENNINGTON, NJ 08534 | Advisory (Plan) | $50,885 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $13,595 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,152 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,771 | $71,516+24.1% | $98,439-9.8% | $71,457+24.2% |
| Participation rate | 90.0% | 72.7%+17.3pp | 75.2%+14.8pp | 67.9%+22.0pp |
| Annual return | 18.55% | 32.41%-13.9pp | 21.16%-2.6pp | 28.85%-10.3pp |
| Employer contribution / active EE | $1,050 | $2,399-56.2% | $3,048-65.6% | $2,588-59.4% |
| Participant deferral / active EE | $4,840 | $4,109+17.8% | $4,738+2.2% | $4,289+12.9% |
| Admin fee / account holder | $328 | $1,675-80.4% | $8,948-96.3% | $1,587-79.3% |