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 O Service code 15 · EIN 84-0467907 | Recordkeeping | $944,444 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $90,593 |
Filed as: MCLAREN HEALTH CARE CORPORATION DBA Service code 99 ONE MCLAREN PKWY · GRAND BLANC, MI 48439 | Other Fees | $72,968 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $4,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,464 | $68,330+6.0% | $149,673-51.6% | $96,393-24.8% |
| Participation rate | 95.6% | 74.6%+21.0pp | 78.8%+16.8pp | 71.3%+24.3pp |
| Annual return | 19.94% | 29.64%-9.7pp | 134.42%-114.5pp | 22.88%-2.9pp |
| Employer contribution / active EE | $2,659 | $2,139+24.3% | $4,818-44.8% | $3,238-17.9% |
| Participant deferral / active EE | $4,762 | $4,422+7.7% | $5,680-16.2% | $5,455-12.7% |
| Admin fee / account holder | $31 | $52-40.6% | $13,210-99.8% | $74-58.2% |