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 55 1400 AMERICAN BLVD., BLDG. #4 · PENNINGTON, NJ 08534 | Other Commissions | $22,179 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,068 |
EMPLOYEE PLAN COMPLIANCE COMPANY8+ years Service code 13 6555 PERKINS ROAD, SUITE 400 · BATON ROUGE, LA 70808 | Contract Administrator | $7,741 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,605 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,290 | $76,912+10.9% | $129,110-33.9% | $68,494+24.5% |
| Participation rate | 85.0% | 69.1%+15.9pp | 77.3%+7.7pp | 67.9%+17.1pp |
| Annual return | -15.26% | -9.78%-5.5pp | -10.94%-4.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,092 | $3,243-35.5% | $5,052-58.6% | $2,596-19.4% |
| Participant deferral / active EE | $5,563 | $4,732+17.6% | $6,542-15.0% | $4,027+38.1% |
| Admin fee / account holder | $494 | $6,638-92.6% | $14,302-96.5% | $5,403-90.8% |