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) | $39,247 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,051 |
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 | $110,176 | $113,016-2.5% | $103,476+6.5% | $74,495+47.9% |
| Participation rate | 97.6% | 80.8%+16.8pp | 80.5%+17.1pp | 67.2%+30.4pp |
| Annual return | 14.52% | 23.24%-8.7pp | 23.90%-9.4pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,411 | $4,881-30.1% | $4,672-27.0% | $2,623+30.1% |
| Participant deferral / active EE | $5,360 | $7,279-26.4% | $6,623-19.1% | $4,346+23.3% |
| Admin fee / account holder | $402 | $1,709-76.5% | $9,413-95.7% | $1,942-79.3% |