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) | $64,450 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,434 |
PASI, LLC2 years Filed as: PASI LLC Service code 13 · EIN 26-1407927 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $12,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,963 | $62,624+38.9% | $177,989-51.1% | $77,643+12.0% |
| Participation rate | 47.6% | 66.8%-19.3pp | 77.1%-29.5pp | 70.6%-23.0pp |
| Annual return | 14.88% | 16.16%-1.3pp | 294.48%-279.6pp | 31.24%-16.4pp |
| Employer contribution / active EE | $2,057 | $1,909+7.8% | $3,949-47.9% | $2,726-24.5% |
| Participant deferral / active EE | $4,267 | $4,219+1.1% | $6,276-32.0% | $4,647-8.2% |
| Admin fee / account holder | $415 | $386+7.5% | $10,363-96.0% | $430-3.6% |