Filed September 24, 1992
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 |
|---|---|---|
BEMANAGED4+ years Service code 26 · EIN 59-3835428 5088 CORPORATE EXCHANGE BLVD · GRAND RAPIDS, MI 49512 | Advisory (Participants) | $20,828 |
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $11,906 |
Service code 49 · EIN 95-4597302 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Other Services | $0 |
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 | $110,775 | $66,302+67.1% | $110,238+0.5% | $56,287+96.8% |
| Participation rate | 94.9% | 74.9%+20.0pp | 79.8%+15.1pp | 69.9%+25.1pp |
| Annual return | -3.39% | -1.18%-2.2pp | 314.74%-318.1pp | -9.96%+6.6pp |
| Employer contribution / active EE | $2,854 | $2,047+39.4% | $3,826-25.4% | $2,111+35.2% |
| Participant deferral / active EE | $5,029 | $3,381+48.7% | $4,672+7.7% | $3,350+50.1% |
| Admin fee / account holder | $184 | $698-73.6% | $8,547-97.8% | $521-64.6% |