Filed April 27, 2006
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 |
|---|---|---|
Service code 99 7 WEST SQUARE LAKE RD · BLOOMFIELD HILLS, MI 48302 | Other Fees | $36,450 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,899 |
BOURGEOIS BENNETT LLC1 year Service code 10 PO BOX 60600 · METAIRIE, LA 70005 | Accounting | $17,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $74 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $210,171 | $89,436+135.0% | $164,813+27.5% | $77,643+170.7% |
| Participation rate | 93.5% | 78.6%+14.9pp | 78.6%+14.9pp | 70.6%+22.9pp |
| Annual return | 10.27% | 28.83%-18.6pp | 69.93%-59.7pp | 31.24%-21.0pp |
| Employer contribution / active EE | $8,812 | $2,569+243.1% | $4,341+103.0% | $2,726+223.3% |
| Participant deferral / active EE | $9,269 | $4,897+89.3% | $6,031+53.7% | $4,647+99.5% |
| Admin fee / account holder | $415 | $339+22.3% | $12,690-96.7% | $430-3.6% |