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, LLC8+ years Service code 10 · EIN 58-1433845 1230 PEACHTREE STREET, N.E. · ATLANTA, GA 30309 | Accounting | $37,600 |
Service code 28 · EIN 45-3812777 8401 GREENWAY BLVD STE 212 · MIDDLETON, WI 53562 | Investment Management | $6,555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,856 | $83,057-21.9% | $143,757-54.9% | $89,394-27.4% |
| Participation rate | 90.6% | 74.0%+16.5pp | 80.3%+10.2pp | 71.3%+19.3pp |
| Annual return | -14.43% | -13.97%-0.5pp | -0.04%-14.4pp | -11.89%-2.5pp |
| Employer contribution / active EE | $3,378 | $2,095+61.2% | $4,951-31.8% | $3,022+11.8% |
| Participant deferral / active EE | $5,060 | $4,281+18.2% | $5,637-10.2% | $5,123-1.2% |
| Admin fee / account holder | $42 | $83-48.8% | $14,673-99.7% | $79-46.5% |