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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,155 |
BEMANAGED2 years Filed as: BEMANAGED FINANCIAL SERVICES Service code 50 4280 CASCADE RD SE · GRAND RAPIDS, MI 49546 | Direct Payment | $12,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,316 | $96,484+29.9% | $156,263-19.8% | $74,304+68.7% |
| Participation rate | 95.5% | 67.7%+27.9pp | 78.9%+16.6pp | 60.3%+35.2pp |
| Annual return | 14.09% | 17.73%-3.6pp | 59.47%-45.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $3,524 | $2,528+39.4% | $4,333-18.7% | $2,241+57.3% |
| Participant deferral / active EE | $6,888 | $4,286+60.7% | $6,158+11.9% | $3,767+82.8% |
| Admin fee / account holder | $224 | $3,728-94.0% | $14,255-98.4% | $2,969-92.5% |