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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $434,804 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $121,560 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 49 · EIN 36-1561860 | Other Services | $46,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,076 | $83,595-1.8% | $86,436-5.0% | $78,044+5.2% |
| Participation rate | 93.2% | 81.9%+11.4pp | 80.3%+12.9pp | 74.4%+18.8pp |
| Annual return | -14.45% | -10.64%-3.8pp | 4394.89%-4409.3pp | 10.87%-25.3pp |
| Employer contribution / active EE | $3,024 | $3,111-2.8% | $3,769-19.8% | $3,125-3.2% |
| Participant deferral / active EE | $6,297 | $6,427-2.0% | $6,952-9.4% | $5,084+23.8% |
| Admin fee / account holder | $70 | $82-15.3% | $6,731-99.0% | $79-11.5% |