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, LLC4+ years Service code 10 · EIN 58-1433845 1230 PEACHTREE STREET, N.E. · ATLANTA, GA 30309 | Accounting | $17,912 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $183,491 | $45,382+304.3% | $154,107+19.1% | $75,289+143.7% |
| Participation rate | 78.0% | 65.9%+12.1pp | 83.0%-5.1pp | 72.4%+5.5pp |
| Annual return | -5.95% | -0.47%-5.5pp | 735.12%-741.1pp | -0.04%-5.9pp |
| Employer contribution / active EE | $8,668 | $1,533+465.5% | $5,298+63.6% | $2,405+260.4% |
| Participant deferral / active EE | $6,289 | $2,384+163.8% | $5,081+23.8% | $3,739+68.2% |
| Admin fee / account holder | $27 | $89-69.5% | $13,411-99.8% | $102-73.3% |