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 |
|---|---|---|
BEMANAGED7+ years Service code 26 · EIN 59-3835428 4280 CASCADE RD SE · GRAND RAPIDS, MI 49546 | Advisory (Participants) | $14,334 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $11,306 |
Service code 49 · EIN 95-4597302 865 SOUTH FIGUEROA STREET STE 1800 · LOS ANGELES, CA 90017 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,484 | $93,182+27.2% | $146,665-19.2% | $79,386+49.2% |
| Participation rate | 93.9% | 76.4%+17.5pp | 80.1%+13.8pp | 70.7%+23.2pp |
| Annual return | 10.04% | 21.61%-11.6pp | 22.74%-12.7pp | 116.85%-106.8pp |
| Employer contribution / active EE | $3,322 | $2,420+37.3% | $4,136-19.7% | $2,427+36.8% |
| Participant deferral / active EE | $5,682 | $4,169+36.3% | $5,506+3.2% | $4,046+40.4% |
| Admin fee / account holder | $128 | $585-78.1% | $10,280-98.8% | $626-79.6% |