Filed July 31, 2019
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: ROYAL ALLIANCE ASSOICATES INC. Service code 55 | Other Commissions | $42,911 |
Filed as: FIDELITY INVESTMENTS INST OPERATION Service code 37 · EIN 04-2647786 | Loan Processing | $4,486 |
Filed as: FIDELIETY INVS INSITUTIONAL OPER CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INST OPERATIONS CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INSTITUTIOANL OPER CO Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INSTITUTIONAL CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INV INSTITUTIONAL OPER CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVS INSTITUTIONAL CO, Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVS INSTITUTIONAL CO. Service code 60 | Sub-TA Fees | $0 |
Filed as: FIDELITY INVS INSTITUTIONAL OPER CO Service code 60 | Sub-TA Fees | $0 |
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 | $60,030 | $78,419-23.5% | $133,956-55.2% | $73,409-18.2% |
| Participation rate | 78.0% | 78.6%-0.6pp | 79.8%-1.8pp | 72.2%+5.8pp |
| Annual return | 16.55% | 33.35%-16.8pp | 45.09%-28.5pp | 59.29%-42.7pp |
| Employer contribution / active EE | $1,504 | $2,044-26.4% | $3,919-61.6% | $2,234-32.7% |
| Participant deferral / active EE | $3,725 | $3,925-5.1% | $5,048-26.2% | $3,805-2.1% |
| Admin fee / account holder | $13 | $161-91.9% | $8,927-99.9% | $158-91.7% |