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) | $37,842 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,474 |
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 | $114,990 | $79,013+45.5% | $100,391+14.5% | $74,495+54.4% |
| Participation rate | 70.1% | 79.5%-9.4pp | 81.5%-11.4pp | 67.2%+2.9pp |
| Annual return | 16.34% | 20.41%-4.1pp | 49.20%-32.9pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $1,487 | $3,021-50.8% | $3,942-62.3% | $2,623-43.3% |
| Participant deferral / active EE | $5,373 | $7,760-30.8% | $8,082-33.5% | $4,346+23.6% |
| Admin fee / account holder | $365 | $1,320-72.3% | $7,899-95.4% | $1,942-81.2% |