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 | $57,257 |
Filed as: FIDELITY INVESTMENTS INST OPERATION Service code 37 · EIN 04-2647786 | Loan Processing | $3,638 |
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 |
Filed as: FIDELITY INVS INSTITUTIONAL OPER CP Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,222 | $86,225-17.4% | $146,665-51.4% | $86,799-17.9% |
| Participation rate | 76.8% | 78.0%-1.2pp | 80.1%-3.3pp | 72.3%+4.5pp |
| Annual return | 15.23% | 31.23%-16.0pp | 22.74%-7.5pp | 97.91%-82.7pp |
| Employer contribution / active EE | $1,720 | $2,392-28.1% | $4,136-58.4% | $2,405-28.5% |
| Participant deferral / active EE | $4,953 | $4,245+16.7% | $5,506-10.0% | $4,131+19.9% |
| Admin fee / account holder | $9 | $195-95.2% | $10,280-99.9% | $170-94.5% |