Filed February 28, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $14,164 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,555 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $2,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,958 | $59,805+30.4% | $79,550-2.0% | $68,494+13.8% |
| Participation rate | 65.9% | 61.1%+4.8pp | 69.5%-3.6pp | 67.9%-2.0pp |
| Annual return | -14.96% | -12.30%-2.7pp | 0.16%-15.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,412 | $1,505-6.2% | $2,413-41.5% | $2,596-45.6% |
| Participant deferral / active EE | $5,231 | $3,024+72.9% | $3,985+31.2% | $4,027+29.9% |
| Admin fee / account holder | $419 | $4,835-91.3% | $6,832-93.9% | $5,403-92.3% |