Filed October 1, 2002
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 |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC3+ years Filed as: ROYAL ALLIANCE CO Service code 27 · EIN 27-0491232 | Advisory (Plan) | $46,867 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,490 |
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 | $163,738 | $69,305+136.3% | $82,313+98.9% | $69,631+135.1% |
| Participation rate | 86.3% | 80.3%+6.1pp | 76.9%+9.5pp | 70.7%+15.7pp |
| Annual return | 20.33% | 21.47%-1.1pp | 25.88%-5.5pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $4,481 | $1,887+137.5% | $2,428+84.5% | $2,032+120.5% |
| Participant deferral / active EE | $10,953 | $3,568+206.9% | $3,706+195.5% | $3,224+239.8% |
| Admin fee / account holder | $103 | $97+6.5% | $5,608-98.2% | $110-6.3% |