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 |
|---|---|---|
BEMANAGED6+ years Service code 26 · EIN 59-3835428 4280 CASCADE RD SE · GRAND RAPIDS, MI 49546 | Advisory (Participants) | $14,897 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $10,900 |
Service code 49 · EIN 95-4597302 865 SOUTH FIGUEROA STREET STE 1800 · 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 | $120,463 | $81,474+47.9% | $133,956-10.1% | $73,488+63.9% |
| Participation rate | 91.5% | 76.4%+15.1pp | 79.8%+11.7pp | 70.7%+20.8pp |
| Annual return | 16.30% | 19.40%-3.1pp | 45.09%-28.8pp | 28.51%-12.2pp |
| Employer contribution / active EE | $2,805 | $2,209+26.9% | $3,919-28.4% | $2,270+23.5% |
| Participant deferral / active EE | $4,602 | $3,786+21.5% | $5,048-8.8% | $3,740+23.1% |
| Admin fee / account holder | $139 | $713-80.5% | $8,927-98.4% | $513-72.9% |