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) | $61,965 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,152 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,872 | $69,477+111.4% | $94,646+55.2% | $71,457+105.5% |
| Participation rate | 92.1% | 78.4%+13.6pp | 80.8%+11.2pp | 67.9%+24.1pp |
| Annual return | 17.13% | 29.66%-12.5pp | 156.71%-139.6pp | 28.85%-11.7pp |
| Employer contribution / active EE | $6,187 | $2,853+116.9% | $3,672+68.5% | $2,588+139.1% |
| Participant deferral / active EE | $7,976 | $7,345+8.6% | $7,418+7.5% | $4,289+86.0% |
| Admin fee / account holder | $540 | $1,210-55.4% | $7,231-92.5% | $1,587-66.0% |