See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 28 · EIN 04-3638035 | Investment Management | $127,679 |
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $112,301 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,394 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,668 | $95,274+77.0% | $135,903+24.1% | $74,419+126.6% |
| Participation rate | 97.9% | 78.2%+19.7pp | 81.9%+16.0pp | 70.7%+27.2pp |
| Annual return | 18.66% | 32.77%-14.1pp | 68.23%-49.6pp | 34.38%-15.7pp |
| Employer contribution / active EE | $5,019 | $3,874+29.5% | $4,856+3.4% | $2,637+90.3% |
| Participant deferral / active EE | $14,699 | $7,782+88.9% | $7,758+89.5% | $4,528+224.6% |
| Admin fee / account holder | $139 | $266-47.7% | $10,762-98.7% | $348-60.0% |