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 |
|---|---|---|
CFS INVESTMENT ADVISORY SERVICES10+ years Service code 27 97 LACKAWANNA AVENUE · TOTOWA, NJ 075122334 | Advisory (Plan) | $53,429 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,861 |
PRIME CAPITAL INVESTMENT ADVISORS10+ years Filed as: PRIME PENSIONS, INC. Service code 13 25B VREELAND ROAD · FLORHAM PARK, NJ 07932 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,458 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,620 | $88,083-15.3% | $164,813-54.7% | $74,495+0.2% |
| Participation rate | 96.0% | 73.0%+23.0pp | 78.6%+17.4pp | 67.2%+28.8pp |
| Annual return | 15.21% | 17.26%-2.1pp | 69.93%-54.7pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $914 | $2,593-64.7% | $4,341-78.9% | $2,623-65.2% |
| Participant deferral / active EE | $7,949 | $4,498+76.7% | $6,031+31.8% | $4,346+82.9% |
| Admin fee / account holder | $388 | $2,234-82.6% | $12,690-96.9% | $1,942-80.0% |