Filed June 14, 2008 (most recent of 6 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $957,997 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 | Investment Management | $211,702 |
Filed as: MCLAREN HEALTH CARE CORPORATION DBA Service code 99 ONE MCLAREN PKWY · GRAND BLANC, MI 48439 | Other Fees | $149,363 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,133 | $121,719-23.5% | $154,803-39.8% | $140,769-33.8% |
| Participation rate | 94.8% | 76.3%+18.5pp | 78.1%+16.7pp | 74.2%+20.6pp |
| Annual return | 16.14% | 19.22%-3.1pp | 58.88%-42.7pp | 16.82%-0.7pp |
| Employer contribution / active EE | $2,905 | $2,466+17.8% | $4,305-32.5% | $3,906-25.6% |
| Participant deferral / active EE | $5,326 | $5,384-1.1% | $5,540-3.9% | $6,717-20.7% |
| Admin fee / account holder | $37 | $71-48.2% | $14,329-99.7% | $229-84.0% |