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 | $5,582,252 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $4,046,630 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $61,800 |
COMERICA BANK1 year Filed as: COMERICA BANK & TRUST, N.A. Service code 21 411 W LAFAYETTE BOULEVARD · DETROIT, MI 48226 | Bank Trustee | $0 |
LAZARD ASSET MANAGEMENT3 years Service code 28 · EIN 04-3478313 | Investment Management | $0 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 33 · EIN 43-0538770 | Securities brokerage commissions and ... | $0 |
T ROWE PRICE RPS INC11+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 26 · EIN 52-1309931 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,425 | $140,769+89.3% | $145,661+82.9% | $140,769+89.3% |
| Participation rate | 95.7% | 74.2%+21.6pp | 77.2%+18.5pp | 74.2%+21.6pp |
| Annual return | 18.35% | 16.82%+1.5pp | 101.46%-83.1pp | 16.82%+1.5pp |
| Employer contribution / active EE | $6,364 | $3,906+62.9% | $4,238+50.2% | $3,906+62.9% |
| Participant deferral / active EE | $10,869 | $6,717+61.8% | $7,198+51.0% | $6,717+61.8% |
| Admin fee / account holder | $40 | $229-82.5% | $12,466-99.7% | $229-82.5% |