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, LLC5+ years Service code 10 · EIN 58-1433845 1230 PEACHTREE STREET, N.E. · ATLANTA, GA 30309 | Accounting | $17,884 |
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 | $222,678 | $47,456+369.2% | $172,739+28.9% | $77,787+186.3% |
| Participation rate | 77.8% | 66.3%+11.5pp | 82.6%-4.9pp | 73.2%+4.5pp |
| Annual return | 24.70% | 35.57%-10.9pp | 802.84%-778.1pp | 32.57%-7.9pp |
| Employer contribution / active EE | $8,336 | $1,574+429.6% | $5,143+62.1% | $2,504+232.8% |
| Participant deferral / active EE | $6,227 | $2,560+143.3% | $5,198+19.8% | $3,967+57.0% |
| Admin fee / account holder | $35 | $81-57.2% | $13,954-99.8% | $100-65.4% |