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 15 · EIN 84-0467907 | Recordkeeping | $953,989 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $179,684 |
Filed as: MCLAREN HEALTH CARE CORPORATION DBA Service code 99 ONE MCLAREN PKWY · GRAND BLANC, MI 48439 | Other Fees | $129,132 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $7,500 |
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 | $80,543 | $73,283+9.9% | $155,509-48.2% | $106,382-24.3% |
| Participation rate | 95.5% | 73.3%+22.3pp | 78.2%+17.4pp | 69.9%+25.7pp |
| Annual return | 12.92% | 15.77%-2.8pp | 64.67%-51.7pp | 17.37%-4.5pp |
| Employer contribution / active EE | $2,733 | $2,247+21.6% | $4,672-41.5% | $3,364-18.7% |
| Participant deferral / active EE | $5,004 | $4,580+9.3% | $5,626-11.1% | $5,569-10.1% |
| Admin fee / account holder | $32 | $56-42.1% | $15,912-99.8% | $79-59.0% |