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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $110,592 |
FRAZIER & DEETER, LLC8+ years Service code 10 · EIN 58-1433845 1230 PEACHTREE STREET, N.E. · ATLANTA, GA 30309 | Accounting | $18,800 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,722 | $45,000+446.0% | $143,757+70.9% | $77,904+215.4% |
| Participation rate | 82.5% | 66.8%+15.7pp | 80.3%+2.2pp | 73.7%+8.8pp |
| Annual return | -17.52% | 29.03%-46.5pp | -0.04%-17.5pp | 12.21%-29.7pp |
| Employer contribution / active EE | $11,877 | $1,870+535.3% | $4,951+139.9% | $2,848+317.1% |
| Participant deferral / active EE | $8,838 | $3,157+180.0% | $5,637+56.8% | $4,806+83.9% |
| Admin fee / account holder | $75 | $98-23.6% | $14,673-99.5% | $133-43.3% |