Filed December 2, 1996
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 |
|---|---|---|
BAIRD FUNDS8+ years Filed as: ROBERT W. BAIRD & CO. INC. Service code 55 ROBERT W. BAIRD CO. INC. · MILWAUKEE, WI 53201 | Other Commissions | $52,248 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW GRAND RAPIDS PLLC Service code 13 DOEREN MAYHEW GRAND RAPIDS PLLC · GRAND RAPIDS, MI 49503 | Contract Administrator | $4,548 |
BEENE GARTER LLP8+ years Service code 13 BEENE GARTER LLP · GRAND RAPIDS, MI 49503 | Contract Administrator | $1,500 |
Service code 64 GREAT-WEST LIFE ANNUITY INSURANCE · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,173 | $81,908-22.9% | $90,749-30.4% | $64,808-2.5% |
| Participation rate | 79.1% | 80.5%-1.4pp | 75.7%+3.4pp | 71.5%+7.6pp |
| Annual return | -14.41% | -12.53%-1.9pp | -12.16%-2.2pp | 32.82%-47.2pp |
| Employer contribution / active EE | $1,649 | $3,065-46.2% | $2,921-43.6% | $2,506-34.2% |
| Participant deferral / active EE | $3,763 | $4,840-22.3% | $4,564-17.5% | $4,310-12.7% |
| Admin fee / account holder | $17 | $157-89.3% | $8,445-99.8% | $188-91.1% |