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) | $64,169 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,818 |
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 | $109,304 | $64,119+70.5% | $112,228-2.6% | $66,914+63.3% |
| Participation rate | 96.9% | 68.5%+28.5pp | 75.1%+21.9pp | 69.8%+27.1pp |
| Annual return | -16.62% | -13.81%-2.8pp | 27.45%-44.1pp | 1.58%-18.2pp |
| Employer contribution / active EE | $2,030 | $3,005-32.5% | $3,635-44.2% | $2,544-20.2% |
| Participant deferral / active EE | $6,977 | $3,693+88.9% | $4,728+47.6% | $4,237+64.7% |
| Admin fee / account holder | $554 | $625-11.4% | $6,410-91.4% | $593-6.6% |