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) | $94,114 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,222 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 99 PO BOX 5381 · DEPTFORD, NJ 08096 | Other Fees | $8,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,742 |
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 | $102,583 | $92,055+11.4% | $106,213-3.4% | $77,643+32.1% |
| Participation rate | 93.6% | 81.0%+12.6pp | 75.3%+18.3pp | 70.6%+23.0pp |
| Annual return | 14.67% | 17.91%-3.2pp | 116.14%-101.5pp | 31.24%-16.6pp |
| Employer contribution / active EE | $10,010 | $3,367+197.3% | $3,171+215.6% | $2,726+267.2% |
| Participant deferral / active EE | $19,004 | $5,386+252.9% | $5,016+278.9% | $4,647+308.9% |
| Admin fee / account holder | $333 | $219+51.9% | $11,033-97.0% | $430-22.7% |