Filed January 23, 2006 (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 |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $49,428 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,452 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,849 | $72,607+149.1% | $90,749+99.3% | $66,914+170.3% |
| Participation rate | 91.7% | 73.7%+18.1pp | 75.7%+16.0pp | 69.8%+21.9pp |
| Annual return | -15.16% | -12.28%-2.9pp | -12.16%-3.0pp | 1.58%-16.7pp |
| Employer contribution / active EE | $13,249 | $2,369+459.3% | $2,921+353.6% | $2,544+420.7% |
| Participant deferral / active EE | $9,006 | $3,977+126.4% | $4,564+97.3% | $4,237+112.6% |
| Admin fee / account holder | $380 | $707-46.3% | $8,445-95.5% | $593-36.0% |