Filed November 10, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $35,817 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,766 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,386 | $99,016-0.6% | $93,789+4.9% | $66,914+47.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 81.0%+19.0pp | 69.8%+30.2pp |
| Annual return | -17.29% | -14.59%-2.7pp | -11.33%-6.0pp | 1.58%-18.9pp |
| Employer contribution / active EE | $3,091 | $4,769-35.2% | $4,323-28.5% | $2,544+21.5% |
| Participant deferral / active EE | $5,092 | $6,689-23.9% | $6,094-16.5% | $4,237+20.2% |
| Admin fee / account holder | $397 | $477-16.9% | $7,195-94.5% | $593-33.1% |