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, LLC6+ years Service code 10 · EIN 58-1433845 1230 PEACHTREE STREET, N.E. · ATLANTA, GA 30309 | Accounting | $17,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $253,677 | $56,095+352.2% | $178,490+42.1% | $90,288+181.0% |
| Participation rate | 79.7% | 65.6%+14.1pp | 81.9%-2.3pp | 73.4%+6.3pp |
| Annual return | 18.73% | 28.81%-10.1pp | 151.07%-132.3pp | 53.97%-35.2pp |
| Employer contribution / active EE | $9,125 | $1,572+480.3% | $5,011+82.1% | $2,524+261.5% |
| Participant deferral / active EE | $7,192 | $2,669+169.5% | $5,202+38.3% | $4,232+69.9% |
| Admin fee / account holder | $42 | $101-58.7% | $13,984-99.7% | $114-63.6% |