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) | $82,546 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,570 |
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 | $169,292 | $79,013+114.3% | $100,391+68.6% | $74,495+127.3% |
| Participation rate | 93.6% | 79.5%+14.2pp | 81.5%+12.1pp | 67.2%+26.4pp |
| Annual return | 13.35% | 20.41%-7.1pp | 49.20%-35.9pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $9,546 | $3,021+216.0% | $3,942+142.2% | $2,623+263.9% |
| Participant deferral / active EE | $8,265 | $7,760+6.5% | $8,082+2.3% | $4,346+90.2% |
| Admin fee / account holder | $634 | $1,320-51.9% | $7,899-92.0% | $1,942-67.3% |