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) | $55,955 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,626 |
Service code 13 770 S VERMONT AVE · LOS ANGELES, CA 90005 | Contract Administrator | $7,475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,919 | $88,634-6.4% | $101,326-18.2% | $74,304+11.6% |
| Participation rate | 96.5% | 76.9%+19.7pp | 81.5%+15.0pp | 60.3%+36.2pp |
| Annual return | 19.99% | 33.10%-13.1pp | 36.82%-16.8pp | 29.43%-9.4pp |
| Employer contribution / active EE | $6,632 | $2,930+126.3% | $3,665+81.0% | $2,241+195.9% |
| Participant deferral / active EE | $15,075 | $7,322+105.9% | $7,994+88.6% | $3,767+300.2% |
| Admin fee / account holder | $435 | $2,425-82.1% | $11,185-96.1% | $2,969-85.4% |