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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,704 |
Filed as: MACATAWA BANK - RETIREMENT PLAN SER Service code 19 · EIN 38-3378283 | Securities Custodian | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $296,871 | $62,928+371.8% | $172,739+71.9% | $67,579+339.3% |
| Participation rate | 99.7% | 64.5%+35.2pp | 82.6%+17.0pp | 71.3%+28.4pp |
| Annual return | 25.46% | 30.36%-4.9pp | 802.84%-777.4pp | 378.56%-353.1pp |
| Employer contribution / active EE | $18,915 | $1,636+1056.1% | $5,143+267.8% | $2,148+780.7% |
| Participant deferral / active EE | $11,037 | $2,145+414.6% | $5,198+112.3% | $3,539+211.8% |
| Admin fee / account holder | $18 | $167-89.5% | $13,954-99.9% | $142-87.7% |