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 |
|---|---|---|
Filed as: ROBINSON, GRIMES & COMPANY, PC Service code 10 · EIN 58-1374304 | Accounting | $19,000 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $13,388 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,436 | $107,045-53.8% | $108,745-54.5% | $63,975-22.7% |
| Participation rate | 93.9% | 81.9%+12.0pp | 77.7%+16.2pp | 71.1%+22.8pp |
| Annual return | 6.75% | 18.14%-11.4pp | 46.22%-39.5pp | 48.65%-41.9pp |
| Employer contribution / active EE | $2,349 | $2,651-11.4% | $3,323-29.3% | $2,182+7.6% |
| Participant deferral / active EE | $4,225 | $4,292-1.5% | $5,121-17.5% | $3,356+25.9% |
| Admin fee / account holder | $0 | $67-100.0% | $6,144-100.0% | $70-100.0% |