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) | $60,540 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $13,502 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,509 |
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 | $93,747 | $78,485+19.4% | $106,213-11.7% | $74,495+25.8% |
| Participation rate | 89.9% | 72.8%+17.0pp | 75.3%+14.6pp | 67.2%+22.7pp |
| Annual return | 13.96% | 15.95%-2.0pp | 116.14%-102.2pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,086 | $2,523-57.0% | $3,171-65.8% | $2,623-58.6% |
| Participant deferral / active EE | $4,755 | $4,322+10.0% | $5,016-5.2% | $4,346+9.4% |
| Admin fee / account holder | $401 | $2,232-82.0% | $11,033-96.4% | $1,942-79.3% |