Filed December 29, 1993 (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 INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $6,345,223 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $3,406,684 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $66,300 |
COMERICA BANK2 years Filed as: COMERICA BANK & TRUST, NA Service code 21 411 W LAFAYETTE BOULEVARD · DETROIT, MI 48226 | Bank Trustee | $0 |
LAZARD ASSET MANAGEMENT2 years Service code 28 · EIN 04-3478313 | Investment Management | $0 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 33 · EIN 43-0538770 | Securities brokerage; Securities brok... | $0 |
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 28 · EIN 52-1309931 | Investment Management | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,985 | $106,408+119.9% | $136,007+72.0% | $106,408+119.9% |
| Participation rate | 95.1% | 69.9%+25.2pp | 76.5%+18.6pp | 69.9%+25.2pp |
| Annual return | 19.25% | 17.37%+1.9pp | 579.32%-560.1pp | 17.37%+1.9pp |
| Employer contribution / active EE | $6,154 | $3,361+83.1% | $4,215+46.0% | $3,361+83.1% |
| Participant deferral / active EE | $10,433 | $5,567+87.4% | $7,024+48.5% | $5,567+87.4% |
| Admin fee / account holder | $40 | $79-49.9% | $6,858-99.4% | $79-49.9% |