Filed March 8, 1991
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 25 · EIN 04-2647786 | Directed Trustee | $344,012 |
PRICEWATERHOUSECOOPERS LLP5 years Service code 10 · EIN 13-4008324 | Accounting | $200,000 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $74,782 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 3 reportable transactions. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,906 | $99,062+3.9% | $100,391+2.5% | $99,062+3.9% |
| Participation rate | 93.5% | 71.6%+21.9pp | 81.5%+12.0pp | 71.6%+21.9pp |
| Annual return | 16.38% | 17.66%-1.3pp | 49.20%-32.8pp | 17.66%-1.3pp |
| Employer contribution / active EE | $3,131 | $3,262-4.0% | $3,942-20.6% | $3,262-4.0% |
| Participant deferral / active EE | $6,814 | $5,331+27.8% | $8,082-15.7% | $5,331+27.8% |
| Admin fee / account holder | $64 | $109-41.4% | $7,899-99.2% | $109-41.4% |