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) | $25,697 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $17,190 |
NICHOLAS PENSION CONSULTANTS4 years Filed as: NICHOLAS PENSION CONSULTANTS, INC. Service code 64 10933 TRADE CENTER DRIVE SUITE 100 · RANCHO CORDOVA, CA 95670 | Recordkeeping Fees | $9,588 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,915 | $89,753+60.3% | $107,525+33.8% | $84,808+69.7% |
| Participation rate | 96.5% | 68.1%+28.4pp | 75.1%+21.4pp | 68.3%+28.2pp |
| Annual return | 15.06% | 29.48%-14.4pp | 181.32%-166.3pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,501 | $3,113-51.8% | $3,754-60.0% | $2,631-43.0% |
| Participant deferral / active EE | $17,170 | $4,056+323.3% | $5,116+235.6% | $4,212+307.7% |
| Admin fee / account holder | $510 | $7,222-92.9% | $8,919-94.3% | $7,344-93.1% |