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 | $345,791 |
PRICEWATERHOUSECOOPERS LLP4 years Service code 10 · EIN 13-4008324 | Accounting | $92,500 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 16 · EIN 04-3638035 | Consulting | $72,408 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,769 | $103,482-11.3% | $94,646-3.0% | $103,482-11.3% |
| Participation rate | 94.8% | 73.3%+21.5pp | 80.8%+14.0pp | 73.3%+21.5pp |
| Annual return | 12.79% | 33.11%-20.3pp | 156.71%-143.9pp | 33.11%-20.3pp |
| Employer contribution / active EE | $3,181 | $3,208-0.8% | $3,672-13.4% | $3,208-0.8% |
| Participant deferral / active EE | $6,524 | $5,207+25.3% | $7,418-12.1% | $5,207+25.3% |
| Admin fee / account holder | $66 | $114-42.3% | $7,231-99.1% | $114-42.3% |