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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) | $21,186 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,700 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,852 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,990 | $81,908-52.4% | $90,749-57.0% | $64,808-39.8% |
| Participation rate | 85.7% | 80.5%+5.2pp | 75.7%+10.0pp | 71.5%+14.2pp |
| Annual return | -15.40% | -12.53%-2.9pp | -12.16%-3.2pp | 32.82%-48.2pp |
| Employer contribution / active EE | $556 | $3,065-81.9% | $2,921-81.0% | $2,506-77.8% |
| Participant deferral / active EE | $2,875 | $4,840-40.6% | $4,564-37.0% | $4,310-33.3% |
| Admin fee / account holder | $100 | $157-36.3% | $8,445-98.8% | $188-46.7% |