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 |
|---|---|---|
BEMANAGED9+ years Service code 26 · EIN 59-3835428 4280 CASCADE RD SE · GRAND RAPIDS, MI 49546 | Advisory (Participants) | $13,747 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $12,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,168 | $82,978+21.9% | $129,995-22.2% | $71,457+41.6% |
| Participation rate | 92.8% | 74.1%+18.7pp | 78.5%+14.3pp | 67.9%+24.9pp |
| Annual return | 15.59% | 20.60%-5.0pp | -137.18%+152.8pp | 28.85%-13.3pp |
| Employer contribution / active EE | $3,491 | $2,622+33.2% | $4,320-19.2% | $2,588+34.9% |
| Participant deferral / active EE | $6,270 | $4,432+41.5% | $5,820+7.7% | $4,289+46.2% |
| Admin fee / account holder | $104 | $1,729-94.0% | $10,614-99.0% | $1,587-93.4% |