Filed October 18, 2004
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 |
|---|---|---|
Service code 50 · EIN 71-0294708 | Direct Payment | $2,493,295 |
JAMES A. REICHERT2 years Filed as: JAMES G HAMILTON Service code 55 25 MICHIGAN ST NE SUITE 1200 · GRAND RAPIDS, MI 49503 | Other Commissions | $240,556 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL PEARL STREET INVESTMENT Service code 27 · EIN 43-0538770 | Advisory (Plan) | $94,500 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS CO INC Service code 29 · EIN 22-2000222 | Legal | $51,711 |
KRISTI WHITE2 years Filed as: KRISTI E TURCHAN Service code 55 2310 WATERFORD WAY NE · GRAND RAPIDS, MI 49525 | Other Commissions | $45,238 |
DEBORAH DANNER2 years Filed as: DEBORAH M VERKER Service code 55 25 MICHIGAN ST NE SUITE 1200 · GRAND RAPIDS, MI 49503 | Other Commissions | $44,609 |
CASEY CIRILLO2 years Filed as: CASEY A TJALSMA Service code 55 3760 FILLMORE ST · JENISON, MI 49428 | Other Commissions | $44,597 |
JENNA BAK2 years Filed as: JENNA R RILEY Service code 55 25 MICHIGAN ST NE SUITE 1200 · GRAND RAPIDS, MI 49503 | Other Commissions | $44,507 |
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 | $63,032 | $58,202+8.3% | $172,739-63.5% | $89,569-29.6% |
| Participation rate | 92.4% | 72.8%+19.5pp | 82.6%+9.7pp | 69.6%+22.8pp |
| Annual return | 22.53% | 61.59%-39.1pp | 802.84%-780.3pp | 34.56%-12.0pp |
| Employer contribution / active EE | $2,693 | $1,759+53.1% | $5,143-47.6% | $2,584+4.2% |
| Participant deferral / active EE | $3,675 | $3,335+10.2% | $5,198-29.3% | $4,220-12.9% |
| Admin fee / account holder | $80 | $53+53.1% | $13,954-99.4% | $72+12.4% |