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) | $25,387 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,344 |
Filed as: NICHOLAS PENSION CONSULTANTS, INC. Service code 13 10933 TRADE CENTER DRIVE SUITE 100 · RANCHO CORDOVA, CA 95670 | Contract Administrator | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,770 | $64,119-5.2% | $112,228-45.9% | $66,914-9.2% |
| Participation rate | 93.4% | 68.5%+25.0pp | 75.1%+18.4pp | 69.8%+23.6pp |
| Annual return | -15.45% | -13.81%-1.6pp | 27.45%-42.9pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,501 | $3,005-16.8% | $3,635-31.2% | $2,544-1.7% |
| Participant deferral / active EE | $10,065 | $3,693+172.5% | $4,728+112.9% | $4,237+137.6% |
| Admin fee / account holder | $244 | $625-61.0% | $6,410-96.2% | $593-58.9% |