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, LLC7+ years Service code 10 · EIN 58-1433845 1230 PEACHTREE STREET, N.E. · ATLANTA, GA 30309 | Accounting | $18,300 |
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 | $292,838 | $67,512+333.8% | $185,823+57.6% | $93,030+214.8% |
| Participation rate | 79.6% | 67.1%+12.5pp | 81.7%-2.1pp | 73.9%+5.7pp |
| Annual return | 16.68% | 21.04%-4.4pp | 122.05%-105.4pp | 158.70%-142.0pp |
| Employer contribution / active EE | $10,600 | $1,783+494.4% | $5,167+105.1% | $2,706+291.8% |
| Participant deferral / active EE | $7,996 | $3,035+163.4% | $5,568+43.6% | $4,562+75.3% |
| Admin fee / account holder | $43 | $318-86.5% | $16,237-99.7% | $152-71.7% |