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) | $27,841 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,746 |
NICHOLAS PENSION CONSULTANTS2 years Filed as: NICHOLAS PENSION CONSULTANTS, INC. Service code 13 10933 TRADE CENTER DRIVE SUITE 100 · RANCHO CORDOVA, CA 95670 | Contract Administrator | $6,352 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,278 | $76,670+6.0% | $96,683-15.9% | $71,457+13.7% |
| Participation rate | 93.1% | 66.6%+26.5pp | 74.3%+18.8pp | 67.9%+25.2pp |
| Annual return | 18.57% | 48.29%-29.7pp | 35.69%-17.1pp | 28.85%-10.3pp |
| Employer contribution / active EE | $2,521 | $3,031-16.9% | $3,737-32.5% | $2,588-2.6% |
| Participant deferral / active EE | $12,186 | $3,771+223.1% | $4,878+149.8% | $4,289+184.1% |
| Admin fee / account holder | $277 | $2,028-86.3% | $6,730-95.9% | $1,587-82.5% |