Filed March 29, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $48,640 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $18,067 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53,165-100.0% | $86,188-100.0% | $74,419-100.0% |
| Participation rate | 0.0% | 64.9%-64.9pp | 69.0%-69.0pp | 70.7%-70.7pp |
| Annual return | 18.76% | 22.64%-3.9pp | 1168.45%-1149.7pp | 34.38%-15.6pp |
| Employer contribution / active EE | $3,871 | $1,210+219.9% | $2,380+62.6% | $2,637+46.8% |
| Participant deferral / active EE | $5,708 | $3,234+76.5% | $3,985+43.2% | $4,528+26.1% |
| Admin fee / account holder | $0 | $551-100.0% | $6,852-100.0% | $348-100.0% |