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) | $37,131 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,036 |
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 | $69,766 | $150,818-53.7% | $81,382-14.3% | - |
| Participation rate | 79.8% | 67.3%+12.5pp | 69.5%+10.3pp | - |
| Annual return | 15.79% | 14.05%+1.7pp | 24.73%-8.9pp | - |
| Employer contribution / active EE | $4,198 | $2,537+65.5% | $2,463+70.5% | - |
| Participant deferral / active EE | $10,165 | $4,233+140.2% | $3,883+161.8% | - |
| Admin fee / account holder | $488 | $25,214-98.1% | $5,768-91.5% | - |