Filed April 18, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $62,140 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,602 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,156 | $58,320+102.6% | $86,436+36.7% | $66,914+76.6% |
| Participation rate | 96.5% | 78.6%+17.9pp | 80.3%+16.1pp | 69.8%+26.7pp |
| Annual return | -18.49% | -9.71%-8.8pp | 4394.89%-4413.4pp | 1.58%-20.1pp |
| Employer contribution / active EE | $6,533 | $2,615+149.8% | $3,769+73.3% | $2,544+156.8% |
| Participant deferral / active EE | $8,289 | $6,899+20.2% | $6,952+19.2% | $4,237+95.6% |
| Admin fee / account holder | $483 | $546-11.5% | $6,731-92.8% | $593-18.5% |