Filed December 22, 2008 (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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $166,491 |
Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $71,566 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $8,915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $91,951 | $148,970-38.3% | $136,007-32.4% | $199,593-53.9% |
| Participation rate | 42.1% | 79.4%-37.2pp | 76.5%-34.3pp | 72.0%-29.9pp |
| Annual return | 23.48% | 27.07%-3.6pp | 579.32%-555.8pp | 34.25%-10.8pp |
| Employer contribution / active EE | $1,020 | $3,561-71.3% | $4,217-75.8% | $3,034-66.4% |
| Participant deferral / active EE | $3,967 | $6,140-35.4% | $7,025-43.5% | $5,087-22.0% |
| Admin fee / account holder | $210 | $144+45.7% | $6,858-96.9% | $269-22.0% |