Filed March 13, 2003
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 |
|---|---|---|
ROCKEFELLER FINANCIAL LLC2 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-3226180 | Advisory (Plan) | $45,842 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,017 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,454 | $108,549-13.0% | $156,263-39.6% | $85,563+10.4% |
| Participation rate | 96.6% | 77.1%+19.5pp | 78.9%+17.7pp | 66.0%+30.6pp |
| Annual return | 14.10% | 21.79%-7.7pp | 59.47%-45.4pp | 31.51%-17.4pp |
| Employer contribution / active EE | $3,003 | $2,690+11.6% | $4,333-30.7% | $2,654+13.2% |
| Participant deferral / active EE | $6,842 | $4,800+42.5% | $6,158+11.1% | $4,375+56.4% |
| Admin fee / account holder | $245 | $650-62.3% | $14,255-98.3% | $834-70.6% |