Filed October 6, 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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WATKINS ROSS10+ years Filed as: WATKINS, ROSS & CO Service code 11 · EIN 38-1477362 | Actuarial | $98,378 |
CRYSTAL VIEW CAPITAL9 years Service code 27 · EIN 32-0485638 | Advisory (Plan) | $54,704 |
VARNUM LLP3 years Filed as: VARNUM Service code 29 · EIN 38-1294924 | Legal | $33,962 |
VANDER PLOEG BERGAAKER & ASSOCIATES10+ years Filed as: VANDERPLOEG BERGAKKER & ASSOCIATES Service code 10 · EIN 38-2445537 | Accounting | $31,012 |
MACATAWA BANK10+ years Service code 15 · EIN 38-3391345 | Recordkeeping | $24,294 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $417,905-100.0% | - | $417,905-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 0.0%0pp | 39.2%-39.2pp |
| Annual return | 8.73% | 2.36%+6.4pp | 3.58%+5.1pp | 13.91%-5.2pp |
| Employer contribution / active EE | $4,986 | $25,014-80.1% | $20,383-75.5% | $35,282-85.9% |
| Participant deferral / active EE | $0 | $0 | $0 | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |