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) | $32,893 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,647 |
WEYRICH, CRONIN & SORRA, LLC4 years Filed as: WEYRICH, CRONIN & SORRA LLC Service code 10 1301 YORK RD STE 800 · LUTHERVILLE, MD 21093 | Accounting | $10,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,175 |
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 | $75,545 | $63,442+19.1% | $68,791+9.8% | $66,914+12.9% |
| Participation rate | 93.3% | 60.0%+33.3pp | 69.0%+24.3pp | 69.8%+23.5pp |
| Annual return | -14.59% | -8.29%-6.3pp | -6.38%-8.2pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,830 | $1,775+3.1% | $2,655-31.1% | $2,544-28.1% |
| Participant deferral / active EE | $4,614 | $2,945+56.7% | $3,941+17.1% | $4,237+8.9% |
| Admin fee / account holder | $330 | $577-42.9% | $4,932-93.3% | $593-44.4% |