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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.
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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) | $11,213 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,570 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,221 | $81,900-70.4% | $119,609-79.7% | $68,494-64.6% |
| Participation rate | 71.1% | 71.9%-0.8pp | 79.3%-8.2pp | 67.9%+3.2pp |
| Annual return | -14.98% | -23.82%+8.8pp | -14.97%0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $351 | $2,693-87.0% | $4,232-91.7% | $2,596-86.5% |
| Participant deferral / active EE | $3,752 | $4,148-9.5% | $5,602-33.0% | $4,027-6.8% |
| Admin fee / account holder | $203 | $6,582-96.9% | $10,323-98.0% | $5,403-96.2% |