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 3-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) | $30,538 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,781 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,531 | $59,101+0.7% | $77,163-22.8% | $75,163-20.8% |
| Participation rate | 81.4% | 63.9%+17.6pp | 69.6%+11.9pp | 67.2%+14.3pp |
| Annual return | 22.79% | 26.71%-3.9pp | 37.87%-15.1pp | 160.62%-137.8pp |
| Employer contribution / active EE | $4,848 | $1,995+143.0% | $2,535+91.3% | $2,670+81.6% |
| Participant deferral / active EE | $11,026 | $2,999+267.6% | $3,833+187.6% | $4,125+167.3% |
| Admin fee / account holder | $313 | $4,774-93.4% | $5,472-94.3% | $5,651-94.5% |