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 | $37,587 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $10,799 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,633 |
ADP BROKER-DEALER4 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,668 | $71,516+198.8% | $98,439+117.1% | $71,457+199.0% |
| Participation rate | 88.6% | 72.7%+15.9pp | 75.2%+13.5pp | 67.9%+20.7pp |
| Annual return | 16.37% | 32.41%-16.0pp | 21.16%-4.8pp | 28.85%-12.5pp |
| Employer contribution / active EE | $8,339 | $2,399+247.6% | $3,048+173.6% | $2,588+222.2% |
| Participant deferral / active EE | $8,507 | $4,109+107.1% | $4,738+79.6% | $4,289+98.4% |
| Admin fee / account holder | $360 | $1,675-78.5% | $8,948-96.0% | $1,587-77.3% |