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 LLC3 years Service code 27 · EIN 41-1944416 | Advisory (Plan) | $80,000 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $35,376 |
SMITH & HOWARD, PC1 year Filed as: SMITH HOWARD PC Service code 10 · EIN 58-1250486 | Accounting | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,665 | $82,917+152.9% | $103,333+102.9% | $77,643+170.0% |
| Participation rate | 74.9% | 71.6%+3.3pp | 74.5%+0.3pp | 70.6%+4.3pp |
| Annual return | 15.60% | 19.13%-3.5pp | 24.88%-9.3pp | 31.24%-15.6pp |
| Employer contribution / active EE | $4,229 | $3,552+19.1% | $3,868+9.3% | $2,726+55.1% |
| Participant deferral / active EE | $7,751 | $4,108+88.7% | $5,057+53.3% | $4,647+66.8% |
| Admin fee / account holder | $414 | $638-35.1% | $8,355-95.0% | $430-3.7% |