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, LLC6+ 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 | $100,418 | $66,513+51.0% | $178,490-43.7% | $106,222-5.5% |
| Participation rate | 40.3% | 73.8%-33.5pp | 81.9%-41.6pp | 70.8%-30.5pp |
| Annual return | 15.97% | 21.81%-5.8pp | 151.07%-135.1pp | 21.69%-5.7pp |
| Employer contribution / active EE | $1,280 | $1,776-27.9% | $5,011-74.5% | $2,723-53.0% |
| Participant deferral / active EE | $3,191 | $3,679-13.3% | $5,202-38.7% | $4,600-30.6% |
| Admin fee / account holder | $8 | $53-84.1% | $13,984-99.9% | $78-89.2% |