Filed September 28, 2016
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 ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $25,044 |
Filed as: HINMAN, HOWARD & KATELL, LLP Service code 10 · EIN 15-0561878 | Accounting | $21,778 |
D'ARCANGELO & CO., LLP1 year Service code 10 · EIN 13-2550103 | Accounting | $7,100 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,522 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $99,096 | $58,726+68.7% | $92,233+7.4% | $62,292+59.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.51% | 43.62%-29.1pp | 176.28%-161.8pp | 28.90%-14.4pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,434 | $2,766+96.5% | $3,897+39.5% | $3,169+71.5% |
| Admin fee / account holder | $299 | $556-46.2% | $5,194-94.2% | $479-37.6% |