Filed February 25, 2014 (most recent of 4 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 |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC1+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 28 · EIN 04-3638035 | Investment Management | $69,458 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,296 | $63,964-15.1% | $147,614-63.2% | $67,505-19.6% |
| Participation rate | 98.6% | 68.6%+30.0pp | 84.6%+14.0pp | 71.2%+27.4pp |
| Annual return | 3.66% | 9.05%-5.4pp | 61.98%-58.3pp | 6.52%-2.9pp |
| Employer contribution / active EE | $2,283 | $1,618+41.1% | $5,564-59.0% | $2,173+5.1% |
| Participant deferral / active EE | $4,758 | $2,589+83.8% | $4,895-2.8% | $3,597+32.3% |
| Admin fee / account holder | $6 | $43-85.8% | $11,611-99.9% | $56-89.2% |