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 5-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) | $89,627 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $86,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,456 | $53,136-6.9% | $155,509-68.2% | $199,593-75.2% |
| Participation rate | 50.9% | 64.1%-13.2pp | 78.2%-27.3pp | 72.0%-21.1pp |
| Annual return | 17.42% | 41.15%-23.7pp | 64.67%-47.2pp | 34.25%-16.8pp |
| Employer contribution / active EE | $1,673 | $1,851-9.6% | $4,672-64.2% | $3,034-44.9% |
| Participant deferral / active EE | $3,557 | $3,161+12.5% | $5,626-36.8% | $5,087-30.1% |
| Admin fee / account holder | $162 | $185-12.4% | $15,912-99.0% | $269-39.6% |