Filed May 2, 2018 (most recent of 6 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 |
|---|---|---|
VISION ESOP VALUATION1 year Service code 34 · EIN 82-5516548 | Direct payment from the plan; Valuati... | $15,000 |
VARNUM LLP1 year Service code 29 · EIN 38-1294924 | Legal | $10,399 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW GRAND RAPIDS, PLLC Service code 10 · EIN 87-4032470 | Accounting | $8,900 |
WATKINS ROSS1 year Service code 14 · EIN 38-1477362 | Plan Administrator | $8,731 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,397 | $71,516-0.2% | $98,439-27.5% | $71,457-0.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 15.77% | 32.41%-16.6pp | 21.16%-5.4pp | 28.85%-13.1pp |
| Employer contribution / active EE | $3,962 | $2,399+65.2% | $3,048+30.0% | $2,588+53.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $343 | $1,675-79.5% | $8,948-96.2% | $1,587-78.4% |