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) | $41,187 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,849 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,030 | $58,320+42.4% | $86,436-3.9% | $66,914+24.1% |
| Participation rate | 54.2% | 78.6%-24.4pp | 80.3%-26.1pp | 69.8%-15.6pp |
| Annual return | -15.27% | -9.71%-5.6pp | 4394.89%-4410.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $805 | $2,615-69.2% | $3,769-78.6% | $2,544-68.4% |
| Participant deferral / active EE | $3,405 | $6,899-50.6% | $6,952-51.0% | $4,237-19.6% |
| Admin fee / account holder | $352 | $546-35.5% | $6,731-94.8% | $593-40.6% |