Filed May 27, 2025
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 |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 26 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Participants) | $17,696 |
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 | $39,510 | $42,548-7.1% | $74,550-47.0% | $56,287-29.8% |
| Participation rate | 79.8% | 60.5%+19.3pp | 69.1%+10.6pp | 69.9%+9.9pp |
| Annual return | 2.24% | 12.40%-10.2pp | 32.53%-30.3pp | -9.96%+12.2pp |
| Employer contribution / active EE | $881 | $855+3.0% | $1,961-55.1% | $2,111-58.3% |
| Participant deferral / active EE | $2,697 | $2,277+18.4% | $3,108-13.2% | $3,350-19.5% |
| Admin fee / account holder | $84 | $467-82.0% | $5,060-98.3% | $521-83.8% |