Filed December 23, 2012
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 |
|---|---|---|
CHOREO LLC1 year Service code 27 · EIN 41-1944416 | Advisory (Plan) | $80,000 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $32,689 |
JAMES M MOYNA CPA PC1 year Filed as: JAMES M. MOYNA, CPA, PC Service code 10 · EIN 47-2940358 | Accounting | $9,250 |
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 | $184,533 | $106,236+73.7% | $112,228+64.4% | $64,808+184.7% |
| Participation rate | 85.4% | 71.7%+13.7pp | 75.1%+10.3pp | 71.5%+13.9pp |
| Annual return | -14.63% | -6.02%-8.6pp | 27.45%-42.1pp | 32.82%-47.5pp |
| Employer contribution / active EE | $4,706 | $3,166+48.6% | $3,635+29.5% | $2,506+87.8% |
| Participant deferral / active EE | $8,321 | $3,785+119.8% | $4,728+76.0% | $4,310+93.0% |
| Admin fee / account holder | $467 | $452+3.5% | $6,410-92.7% | $188+148.8% |