Filed September 29, 2006 (most recent of 3 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 |
|---|---|---|
Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 | Advisory (Plan) | $163,859 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $107,493 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,671 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $383,630 | $144,996+164.6% | $111,297+244.7% | $93,030+312.4% |
| Participation rate | 99.9% | 86.2%+13.8pp | 77.3%+22.6pp | 73.9%+26.0pp |
| Annual return | 15.92% | 18.26%-2.3pp | 54.65%-38.7pp | 158.70%-142.8pp |
| Employer contribution / active EE | $4,830 | $3,056+58.1% | $2,731+76.9% | $2,706+78.5% |
| Participant deferral / active EE | $11,950 | $5,587+113.9% | $4,487+166.3% | $4,562+161.9% |
| Admin fee / account holder | $203 | $103+96.6% | $7,964-97.4% | $152+34.1% |