Filed January 14, 2006
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, LLC3+ years Service code 10 · EIN 58-1433845 1230 PEACHTREE STREET, N.E. · ATLANTA, GA 30309 | Accounting | $17,952 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $197,121 | $44,989+338.2% | $170,442+15.7% | $77,958+152.9% |
| Participation rate | 77.0% | 64.6%+12.4pp | 83.6%-6.6pp | 71.6%+5.3pp |
| Annual return | 20.30% | 19.61%+0.7pp | 205.93%-185.6pp | 20.87%-0.6pp |
| Employer contribution / active EE | $8,496 | $1,466+479.4% | $5,433+56.4% | $2,310+267.7% |
| Participant deferral / active EE | $5,949 | $2,208+169.5% | $4,939+20.4% | $3,537+68.2% |
| Admin fee / account holder | $32 | $69-53.7% | $13,880-99.8% | $97-67.2% |