Filed August 28, 2012
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 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $56,304 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,981 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,555 | $65,435+55.2% | $86,677+17.2% | $66,914+51.8% |
| Participation rate | 92.2% | 75.5%+16.8pp | 76.6%+15.7pp | 69.8%+22.4pp |
| Annual return | -14.57% | -10.89%-3.7pp | 35.91%-50.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $4,649 | $2,153+115.9% | $2,836+63.9% | $2,544+82.7% |
| Participant deferral / active EE | $12,557 | $4,100+206.2% | $4,656+169.7% | $4,237+196.4% |
| Admin fee / account holder | $193 | $642-69.9% | $7,493-97.4% | $593-67.5% |