Filed October 18, 2004
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 |
|---|---|---|
OPPENHEIMER1+ years Filed as: OPPENHEIMER & COMPANY INC. Service code 27 250 PEARL STREET NW · GRAND RAPIDS, MI 49503 | Advisory (Plan) | $170,394 |
Filed as: NEW YORK LIFE SECURITIES Service code 33 · EIN 13-2649692 | Securities brokerage | $9,928 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,251 | $81,321+72.5% | $68,509+104.7% | $59,188+137.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 74.7%+25.3pp | 69.4%+30.6pp |
| Annual return | -2.09% | 4.65%-6.7pp | 8.27%-10.4pp | 5.51%-7.6pp |
| Employer contribution / active EE | $3,974 | $3,297+20.6% | $2,278+74.5% | $2,098+89.4% |
| Participant deferral / active EE | $7,755 | $4,592+68.9% | $3,382+129.3% | $3,265+137.6% |
| Admin fee / account holder | $86 | $62+38.8% | $5,275-98.4% | $92-7.1% |