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 COMPANY7+ years Service code 21 · EIN 36-3681493 | Bank Trustee | $25,586 |
APPLE GROWTH PARTNERS7+ years Service code 10 6155 ROCKSIDE ROAD SUITE 400 · INDEPENDENCE, OH 44131 | Accounting | $15,478 |
CROWE LLP2 years Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $11,973 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,810 | $86,286-14.5% | $111,297-33.7% | $85,850-14.0% |
| Participation rate | 98.3% | 73.3%+25.0pp | 77.3%+21.0pp | 69.3%+29.0pp |
| Annual return | 21.55% | 19.99%+1.6pp | 54.65%-33.1pp | 318.53%-297.0pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $448 | $8,188-94.5% | $7,964-94.4% | $6,260-92.8% |