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 COMPANY8+ years Service code 21 · EIN 36-3681493 | Bank Trustee | $29,180 |
MEADEN & MOORE, LTD.8+ years Filed as: MEADEN & MOORE, LTD Service code 10 · EIN 34-1818258 | Accounting | $17,800 |
APPLE GROWTH PARTNERS8+ years Service code 10 6155 ROCKSIDE ROAD SUITE 400 · INDEPENDENCE, OH 44131 | Accounting | $15,750 |
CROWE LLP3 years Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $12,578 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,124 | $71,883+11.5% | $86,677-7.6% | $68,494+17.0% |
| Participation rate | 98.4% | 72.2%+26.1pp | 76.6%+21.8pp | 67.9%+30.5pp |
| Annual return | 17.19% | 3.52%+13.7pp | 35.91%-18.7pp | -7.84%+25.0pp |
| Employer contribution / active EE | $2,095 | $2,173-3.6% | $2,836-26.1% | $2,596-19.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $641 | $6,112-89.5% | $7,493-91.4% | $5,403-88.1% |