Filed February 26, 2002
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 |
|---|---|---|
ROBINSON, GRIMES, & COMPANY1+ years Filed as: ROBINSON ,GRIMES & CO, PC Service code 10 · EIN 58-1374304 | Accounting | $18,500 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $14,451 |
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 | $45,107 | $99,628-54.7% | $105,218-57.1% | $59,188-23.8% |
| Participation rate | 95.2% | 80.5%+14.8pp | 77.2%+18.0pp | 69.4%+25.8pp |
| Annual return | 0.64% | 3.21%-2.6pp | 5.33%-4.7pp | 5.51%-4.9pp |
| Employer contribution / active EE | $2,214 | $2,454-9.7% | $3,255-32.0% | $2,098+5.6% |
| Participant deferral / active EE | $3,952 | $4,189-5.7% | $4,867-18.8% | $3,265+21.0% |
| Admin fee / account holder | $1 | $62-97.6% | $6,992-100.0% | $92-98.4% |