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 · EIN 13-5674085 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $14,090 |
Filed as: JANET A PANEBIANCO CPA PLLC Service code 13 · EIN 71-1039549 3937 TAMPA RD, STE 4 · OLDSMAR, FL 34677 | Contract Administrator | $2,756 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $790 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,639 | $101,724-63.0% | $164,813-77.2% | $80,856-53.4% |
| Participation rate | 84.3% | 71.8%+12.4pp | 78.6%+5.7pp | 67.6%+16.6pp |
| Annual return | 13.59% | 16.72%-3.1pp | 69.93%-56.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,616 | $2,953-45.3% | $4,341-62.8% | $2,755-41.4% |
| Participant deferral / active EE | $2,432 | $4,477-45.7% | $6,031-59.7% | $4,296-43.4% |
| Admin fee / account holder | $195 | $8,227-97.6% | $12,690-98.5% | $6,918-97.2% |