Filed December 17, 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 |
|---|---|---|
HANDELAND, STEVEN M.2+ years Service code 49 3196 KRAFT AVE SE · GRAND RAPIDS, MI 495122065 | Other Services | $2,656 |
MOSER, RYAN G.2+ years Service code 49 3196 KRAFT AVE SE · GRAND RAPIDS, MI 495122065 | Other Services | $1,887 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,330 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,046 | $52,884+24.9% | $84,750-22.1% | $55,167+19.7% |
| Participation rate | 97.2% | 67.5%+29.7pp | 76.6%+20.7pp | 69.0%+28.3pp |
| Annual return | 9.68% | 18.03%-8.4pp | 22.78%-13.1pp | 169.23%-159.5pp |
| Employer contribution / active EE | $1,752 | $2,233-21.6% | $3,574-51.0% | $1,963-10.7% |
| Participant deferral / active EE | $5,723 | $2,644+116.5% | $3,712+54.2% | $3,054+87.4% |
| Admin fee / account holder | $21 | $581-96.3% | $5,332-99.6% | $504-95.8% |