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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $12,898 |
THE VANGUARD GROUP, INC.5 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $10,680 |
BEMANAGED1 year Filed as: BEMANAGED FINANCIAL SERVICES Service code 50 4280 CASCADE RD SE · GRAND RAPIDS, MI 49546 | Direct Payment | $6,484 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,450 | $88,083+31.1% | $164,813-30.0% | $74,495+55.0% |
| Participation rate | 96.0% | 73.0%+23.0pp | 78.6%+17.4pp | 67.2%+28.8pp |
| Annual return | 12.04% | 17.26%-5.2pp | 69.93%-57.9pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $3,856 | $2,593+48.7% | $4,341-11.2% | $2,623+47.0% |
| Participant deferral / active EE | $6,799 | $4,498+51.2% | $6,031+12.7% | $4,346+56.4% |
| Admin fee / account holder | $118 | $2,234-94.7% | $12,690-99.1% | $1,942-93.9% |