Filed October 7, 2002 (most recent of 4 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 |
|---|---|---|
FRAZIER & DEETER, LLC2+ years Service code 16 · EIN 58-1433845 1230 PEACHTREE ST, N.E., STE 1500 · ATLANTA, GA 30309 | Consulting | $19,562 |
TIAA2+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,518 | $89,117+63.3% | $57,179+154.5% | $329,111-55.8% |
| Participation rate | 27.2% | 67.2%-40.0pp | 75.3%-48.1pp | 67.9%-40.7pp |
| Annual return | 7.43% | 7.87%-0.4pp | 14.59%-7.2pp | 16.35%-8.9pp |
| Employer contribution / active EE | $1,783 | $4,034-55.8% | $2,682-33.5% | $2,303-22.6% |
| Participant deferral / active EE | $1,451 | $3,328-56.4% | $3,096-53.1% | $3,682-60.6% |
| Admin fee / account holder | $7 | $21-65.9% | $3,139-99.8% | $754-99.0% |