Filed November 27, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
GREATBANC TRUST COMPANY5+ years Service code 21 · EIN 36-3681493 | Bank Trustee | $25,749 |
CROWE LLP5+ years Filed as: CROWE HORWATH LLP Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $21,771 |
APPLE GROWTH PARTNERS5+ years Service code 10 6155 ROCKSIDE ROAD SUITE 400 · INDEPENDENCE, OH 44131 | Accounting | $14,230 |
Service code 29 1991 CROCKER RD #550 · WESTLAKE, OH 44145 | Legal | $9,888 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,377 | $72,492-7.1% | $87,100-22.6% | $72,985-7.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.28% | 24.46%-13.2pp | 28.19%-16.9pp | 81.00%-69.7pp |
| Employer contribution / active EE | $3,958 | $1,894+109.0% | $2,521+57.0% | $2,440+62.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $583 | $5,055-88.5% | $7,497-92.2% | $5,124-88.6% |