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) | $39,450 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,484 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,169 | $80,968+26.2% | $96,544+5.8% | $75,163+35.9% |
| Participation rate | 95.7% | 71.8%+23.9pp | 76.0%+19.7pp | 67.2%+28.5pp |
| Annual return | 13.38% | 27.06%-13.7pp | 25.84%-12.5pp | 160.62%-147.2pp |
| Employer contribution / active EE | $5,212 | $2,282+128.4% | $2,965+75.8% | $2,670+95.2% |
| Participant deferral / active EE | $14,905 | $3,928+279.4% | $4,851+207.3% | $4,125+261.3% |
| Admin fee / account holder | $147 | $6,724-97.8% | $8,252-98.2% | $5,651-97.4% |