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 |
|---|---|---|
BEMANAGED5+ years Service code 26 · EIN 59-3835428 5088 CORPORATE EXCHANGE BLVD · GRAND RAPIDS, MI 49512 | Advisory (Participants) | $18,731 |
THE VANGUARD GROUP, INC.5+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $11,595 |
Service code 49 · EIN 95-4597302 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,585 | $86,332+29.3% | $125,175-10.9% | $65,185+71.2% |
| Participation rate | 94.7% | 75.3%+19.3pp | 79.8%+14.9pp | 70.2%+24.5pp |
| Annual return | 16.55% | 27.43%-10.9pp | 43.79%-27.2pp | 29.38%-12.8pp |
| Employer contribution / active EE | $3,127 | $2,040+53.3% | $3,865-19.1% | $2,177+43.7% |
| Participant deferral / active EE | $5,595 | $3,537+58.2% | $4,937+13.3% | $3,514+59.2% |
| Admin fee / account holder | $172 | $609-71.8% | $9,702-98.2% | $847-79.7% |