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 LLC4 years Service code 27 · EIN 41-1944416 | Advisory (Plan) | $80,000 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $43,929 |
SMITH & HOWARD, PC2 years Filed as: SMITH HOWARD PC Service code 10 · EIN 58-1250486 | Accounting | $12,000 |
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 | $217,086 | $95,880+126.4% | $107,525+101.9% | $85,563+153.7% |
| Participation rate | 78.0% | 70.1%+7.9pp | 75.1%+3.0pp | 66.0%+12.1pp |
| Annual return | 19.84% | 68.06%-48.2pp | 181.32%-161.5pp | 31.51%-11.7pp |
| Employer contribution / active EE | $9,702 | $3,812+154.5% | $3,754+158.5% | $2,654+265.6% |
| Participant deferral / active EE | $8,447 | $4,201+101.1% | $5,116+65.1% | $4,375+93.1% |
| Admin fee / account holder | $385 | $1,025-62.4% | $8,919-95.7% | $834-53.8% |