Filed May 17, 2011 (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 |
|---|---|---|
LAWRENCE FREIMAUER, CPA LLC1 year Service code 10 · EIN 47-3990622 | Accounting | $19,330 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $830 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,100 | $66,302-32.0% | $110,238-59.1% | $56,287-19.9% |
| Participation rate | 79.4% | 74.9%+4.5pp | 79.8%-0.4pp | 69.9%+9.6pp |
| Annual return | -5.16% | -1.18%-4.0pp | 314.74%-319.9pp | -9.96%+4.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,752 | $3,381-18.6% | $4,672-41.1% | $3,350-17.9% |
| Admin fee / account holder | $69 | $698-90.1% | $8,547-99.2% | $521-86.7% |