See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,065 |
PLAN ADVISORS, INC.3 years Service code 13 · EIN 59-1575461 | Contract Administrator | $950 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 49 · EIN 93-0987232 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $99,774 | $72,492+37.6% | $87,100+14.6% | $72,985+36.7% |
| Participation rate | 94.2% | 72.8%+21.4pp | 76.9%+17.3pp | 69.5%+24.7pp |
| Annual return | 21.44% | 24.46%-3.0pp | 28.19%-6.8pp | 81.00%-59.6pp |
| Employer contribution / active EE | $4,060 | $1,894+114.4% | $2,521+61.0% | $2,440+66.4% |
| Participant deferral / active EE | $6,251 | $3,270+91.2% | $4,049+54.4% | $3,607+73.3% |
| Admin fee / account holder | $25 | $5,055-99.5% | $7,497-99.7% | $5,124-99.5% |