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 LLC2 years Service code 27 · EIN 41-1944416 | Advisory (Plan) | $80,000 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $28,431 |
JAMES M MOYNA CPA PC2 years Filed as: JAMES M. MOYNA, CPA, PC Service code 10 · EIN 47-2940358 | Accounting | $10,000 |
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 | $202,069 | $92,971+117.3% | $96,683+109.0% | $74,419+171.5% |
| Participation rate | 86.8% | 71.5%+15.2pp | 74.3%+12.4pp | 70.7%+16.1pp |
| Annual return | 16.59% | 37.49%-20.9pp | 35.69%-19.1pp | 34.38%-17.8pp |
| Employer contribution / active EE | $4,868 | $3,426+42.1% | $3,737+30.3% | $2,637+84.6% |
| Participant deferral / active EE | $9,031 | $3,970+127.5% | $4,878+85.1% | $4,528+99.4% |
| Admin fee / account holder | $431 | $633-32.0% | $6,730-93.6% | $348+23.8% |