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) | $62,039 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,149 |
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 | $125,817 | $76,670+64.1% | $96,683+30.1% | $71,457+76.1% |
| Participation rate | 99.2% | 66.6%+32.7pp | 74.3%+24.9pp | 67.9%+31.3pp |
| Annual return | 15.24% | 48.29%-33.1pp | 35.69%-20.5pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,998 | $3,031-34.1% | $3,737-46.5% | $2,588-22.8% |
| Participant deferral / active EE | $7,574 | $3,771+100.8% | $4,878+55.3% | $4,289+76.6% |
| Admin fee / account holder | $540 | $2,028-73.4% | $6,730-92.0% | $1,587-66.0% |