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) | $21,797 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,242 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,213 |
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.)
Annual investment return 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 | $64,267 | $56,503+13.7% | $70,092-8.3% | $64,808-0.8% |
| Participation rate | 30.0% | 70.5%-40.5pp | 70.5%-40.5pp | 71.5%-41.5pp |
| Annual return | -17.75% | -13.44%-4.3pp | 190.73%-208.5pp | 32.82%-50.6pp |
| Employer contribution / active EE | $966 | $2,046-52.8% | $2,559-62.3% | $2,506-61.5% |
| Participant deferral / active EE | $1,802 | $3,389-46.8% | $3,849-53.2% | $4,310-58.2% |
| Admin fee / account holder | $314 | $160+95.9% | $6,267-95.0% | $188+67.2% |