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, LLC4+ years Service code 10 · EIN 58-1433845 1230 PEACHTREE STREET, N.E. · ATLANTA, GA 30309 | Accounting | $26,261 |
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 | $67,989 | $46,969+44.8% | $154,107-55.9% | $73,367-7.3% |
| Participation rate | 33.9% | 72.4%-38.5pp | 83.0%-49.2pp | 69.5%-35.6pp |
| Annual return | -2.59% | 821.68%-824.3pp | 735.12%-737.7pp | 173.45%-176.0pp |
| Employer contribution / active EE | $1,316 | $1,723-23.6% | $5,298-75.2% | $2,499-47.3% |
| Participant deferral / active EE | $1,802 | $3,162-43.0% | $5,081-64.5% | $4,033-55.3% |
| Admin fee / account holder | $6 | $47-86.2% | $13,411-100.0% | $68-90.6% |