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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,742 |
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 | $353,162 | $52,293+575.4% | $178,490+97.9% | $73,409+381.1% |
| Participation rate | 99.7% | 65.3%+34.3pp | 81.9%+17.8pp | 72.2%+27.5pp |
| Annual return | 18.75% | 34.75%-16.0pp | 151.07%-132.3pp | 59.29%-40.5pp |
| Employer contribution / active EE | $18,584 | $1,735+970.9% | $5,011+270.9% | $2,234+732.0% |
| Participant deferral / active EE | $11,028 | $2,332+372.9% | $5,202+112.0% | $3,805+189.8% |
| Admin fee / account holder | $25 | $127-80.3% | $13,984-99.8% | $158-84.1% |