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 |
|---|---|---|
BEMANAGED8+ years Service code 26 · EIN 59-3835428 4280 CASCADE RD SE · GRAND RAPIDS, MI 49546 | Advisory (Participants) | $14,483 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $11,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,931 | $86,655+4.9% | $119,609-24.0% | $66,914+35.9% |
| Participation rate | 96.2% | 75.6%+20.7pp | 79.3%+17.0pp | 69.8%+26.4pp |
| Annual return | -14.27% | -8.00%-6.3pp | -14.97%+0.7pp | 1.58%-15.8pp |
| Employer contribution / active EE | $3,215 | $2,536+26.8% | $4,232-24.0% | $2,544+26.4% |
| Participant deferral / active EE | $5,669 | $4,358+30.1% | $5,602+1.2% | $4,237+33.8% |
| Admin fee / account holder | $116 | $755-84.7% | $10,323-98.9% | $593-80.5% |