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, LLC5+ years Service code 10 · EIN 58-1433845 1230 PEACHTREE STREET, N.E. · ATLANTA, GA 30309 | Accounting | $19,800 |
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 | $80,983 | $58,202+39.1% | $172,739-53.1% | $89,569-9.6% |
| Participation rate | 45.9% | 72.8%-27.0pp | 82.6%-36.8pp | 69.6%-23.7pp |
| Annual return | 22.90% | 61.59%-38.7pp | 802.84%-779.9pp | 34.56%-11.7pp |
| Employer contribution / active EE | $1,959 | $1,759+11.4% | $5,143-61.9% | $2,584-24.2% |
| Participant deferral / active EE | $2,714 | $3,335-18.6% | $5,198-47.8% | $4,220-35.7% |
| Admin fee / account holder | $7 | $53-86.2% | $13,954-99.9% | $72-89.9% |