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) | $21,599 |
MAY & COMPANY LLP1 year Service code 10 110 MONUMENT PL · VICKSBURG, MS 39180 | Accounting | $9,500 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,143 |
OTHERS1 year Service code 99 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Other Fees | $5,759 |
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 | $109,916 | $64,707+69.9% | $112,228-2.1% | $68,494+60.5% |
| Participation rate | 96.5% | 67.2%+29.3pp | 75.1%+21.4pp | 67.9%+28.6pp |
| Annual return | -13.44% | -11.40%-2.0pp | 27.45%-40.9pp | -7.84%-5.6pp |
| Employer contribution / active EE | $2,388 | $2,746-13.0% | $3,635-34.3% | $2,596-8.0% |
| Participant deferral / active EE | $5,578 | $3,565+56.5% | $4,728+18.0% | $4,027+38.5% |
| Admin fee / account holder | $521 | $5,232-90.0% | $6,410-91.9% | $5,403-90.4% |