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) | $90,946 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,868 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,348 | $79,171+73.5% | $102,423+34.1% | $74,495+84.4% |
| Participation rate | 94.9% | 74.8%+20.1pp | 76.5%+18.4pp | 67.2%+27.7pp |
| Annual return | 12.09% | 54.93%-42.8pp | 29.32%-17.2pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $3,111 | $2,362+31.7% | $3,023+2.9% | $2,623+18.6% |
| Participant deferral / active EE | $10,240 | $4,415+131.9% | $5,053+102.7% | $4,346+135.6% |
| Admin fee / account holder | $480 | $2,001-76.0% | $9,451-94.9% | $1,942-75.3% |