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 7-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) | $41,877 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,125 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,733 |
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.)
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 | $45,136 | $79,700-43.4% | $153,485-70.6% | $74,495-39.4% |
| Participation rate | 65.0% | 69.8%-4.8pp | 77.1%-12.0pp | 67.2%-2.2pp |
| Annual return | 13.30% | 15.07%-1.8pp | 15.65%-2.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $4,517 | $4,016+12.5% | $5,039-10.3% | $2,623+72.2% |
| Participant deferral / active EE | $6,589 | $5,315+24.0% | $6,757-2.5% | $4,346+51.6% |
| Admin fee / account holder | $478 | $1,790-73.3% | $12,724-96.2% | $1,942-75.4% |