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, LLC1 year Filed as: FRAZIER & DEETER Service code 16 · EIN 58-1433845 1230 PEACHTREE ST, N.E., STE 1500 · ATLANTA, GA 30309 | Consulting | $20,216 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $260,115 | $111,945+132.4% | $62,995+312.9% | $80,976+221.2% |
| Participation rate | 0.0% | 65.1%-65.1pp | 74.8%-74.8pp | 68.3%-68.3pp |
| Annual return | 17.11% | 17.10%0pp | 87.57%-70.5pp | 22.91%-5.8pp |
| Employer contribution / active EE | $2,941 | $4,590-35.9% | $2,759+6.6% | $2,402+22.4% |
| Participant deferral / active EE | $2,427 | $3,579-32.2% | $3,329-27.1% | $3,848-36.9% |
| Admin fee / account holder | $18 | $24-24.8% | $3,600-99.5% | $67-72.7% |