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 | $39,368 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $4,037 |
Filed as: MCLAREN HEALTH CARE CORPORATION DBA Service code 99 ONE MCLAREN PKWY · GRAND BLANC, MI 48439 | Other Fees | $3,647 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,724 | $50,815+11.6% | $155,509-63.5% | $77,643-26.9% |
| Participation rate | 97.6% | 63.1%+34.5pp | 78.2%+19.4pp | 70.6%+27.0pp |
| Annual return | 12.44% | 34.80%-22.4pp | 64.67%-52.2pp | 31.24%-18.8pp |
| Employer contribution / active EE | $2,069 | $1,993+3.8% | $4,672-55.7% | $2,726-24.1% |
| Participant deferral / active EE | $3,553 | $2,822+25.9% | $5,626-36.8% | $4,647-23.5% |
| Admin fee / account holder | $35 | $437-91.9% | $15,912-99.8% | $430-91.8% |