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 9-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 |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 99 | Other Fees | $13,534 |
PENSION ASSURANCE LLP1 year Filed as: PENSION INNOVATIONS & CONSULTING, L Service code 14 7558 KINGS POINTE ROAD · TOLEDO, OH 43617 | Plan Administrator | $1,357 |
Filed as: ROYAL ALLIANCE ASSOCIATES INC. Service code 99 · EIN 93-0987232 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,529 | $63,442-70.8% | $68,791-73.1% | $66,914-72.3% |
| Participation rate | 84.2% | 60.0%+24.2pp | 69.0%+15.2pp | 69.8%+14.4pp |
| Annual return | -17.93% | -8.29%-9.6pp | -6.38%-11.6pp | 1.58%-19.5pp |
| Employer contribution / active EE | $601 | $1,775-66.1% | $2,655-77.4% | $2,544-76.4% |
| Participant deferral / active EE | $4,629 | $2,945+57.2% | $3,941+17.5% | $4,237+9.3% |
| Admin fee / account holder | $68 | $577-88.3% | $4,932-98.6% | $593-88.6% |