Filed December 22, 2010 (most recent of 2 filings on file)
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, LLC2+ years Service code 16 · EIN 58-1433845 1230 PEACHTREE STREET, N.E. · ATLANTA, GA 30309 | Consulting | $18,062 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,528 | $49,270+41.1% | $156,549-55.6% | $329,111-78.9% |
| Participation rate | 15.4% | 68.1%-52.7pp | 84.0%-68.6pp | 67.9%-52.4pp |
| Annual return | 7.80% | 23.25%-15.5pp | 32.23%-24.4pp | 16.35%-8.6pp |
| Employer contribution / active EE | $1,816 | $1,534+18.4% | $5,501-67.0% | $2,303-21.1% |
| Participant deferral / active EE | $2,434 | $2,920-16.7% | $4,871-50.0% | $3,682-33.9% |
| Admin fee / account holder | $7 | $51-86.3% | $13,027-99.9% | $754-99.1% |