Filed October 18, 2004
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 |
|---|---|---|
Filed as: ROCALON INVESTMENT ADVISORS, LLC Service code 27 · EIN 04-3638035 | Advisory (Plan) | $52,013 |
ARONSON LLC1 year Filed as: ARONSON, LLC Service code 10 · EIN 37-1611326 | Accounting | $31,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $25,197 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,290 | $87,621+80.7% | $86,436+83.1% | $77,904+103.2% |
| Participation rate | 97.3% | 85.8%+11.5pp | 80.3%+17.0pp | 73.7%+23.6pp |
| Annual return | -14.81% | -13.90%-0.9pp | 4394.89%-4409.7pp | 12.21%-27.0pp |
| Employer contribution / active EE | $7,064 | $3,474+103.4% | $3,769+87.5% | $2,848+148.1% |
| Participant deferral / active EE | $10,130 | $8,645+17.2% | $6,952+45.7% | $4,806+110.8% |
| Admin fee / account holder | $47 | $85-44.3% | $6,731-99.3% | $133-64.5% |