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) | $27,890 |
DEFINITI LLC5 years Service code 13 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $27,111 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,838 |
WHITLEY PENN LLP1 year Filed as: WHITLEY PENN Service code 10 1400 WEST 7TH STREET · FORT WORTH, TX 76102 | Accounting | $11,304 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,648 | $54,193-54.5% | $93,606-73.7% | $77,643-68.3% |
| Participation rate | 79.3% | 63.9%+15.3pp | 68.7%+10.6pp | 70.6%+8.7pp |
| Annual return | 13.44% | 30.54%-17.1pp | 133.20%-119.8pp | 31.24%-17.8pp |
| Employer contribution / active EE | $97 | $1,168-91.7% | $2,420-96.0% | $2,726-96.5% |
| Participant deferral / active EE | $3,794 | $3,144+20.7% | $4,411-14.0% | $4,647-18.4% |
| Admin fee / account holder | $165 | $576-71.4% | $8,285-98.0% | $430-61.7% |