Filed February 23, 2016 (most recent of 2 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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $29,189 |
Filed as: ROCATON INVESTMENT ADVISORS LLC Service code 27 20 GLOVER AVE · NORWALK, CT 06850 | Advisory (Plan) | $5,332 |
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 | $68,493 | $74,347-7.9% | $93,606-26.8% | $67,579+1.4% |
| Participation rate | 93.4% | 80.6%+12.8pp | 75.8%+17.6pp | 71.3%+22.1pp |
| Annual return | 21.65% | 28.07%-6.4pp | 32.76%-11.1pp | 378.56%-356.9pp |
| Employer contribution / active EE | $3,386 | $2,583+31.1% | $2,718+24.6% | $2,148+57.7% |
| Participant deferral / active EE | $3,537 | $4,060-12.9% | $4,069-13.1% | $3,539-0.1% |
| Admin fee / account holder | $54 | $123-56.1% | $7,888-99.3% | $142-62.2% |