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 15 · EIN 93-0987232 10 EXCHANGE PLACE-SUITE 1410 · JERSEY CITY, NJ 07302 | Recordkeeping | $25,482 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,860 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,970 | $49,451+5.1% | $79,550-34.7% | $66,914-22.3% |
| Participation rate | 70.4% | 61.3%+9.1pp | 69.5%+0.9pp | 69.8%+0.6pp |
| Annual return | -17.43% | 84.25%-101.7pp | 0.16%-17.6pp | 1.58%-19.0pp |
| Employer contribution / active EE | $1,107 | $1,266-12.6% | $2,413-54.1% | $2,544-56.5% |
| Participant deferral / active EE | $3,307 | $3,159+4.7% | $3,985-17.0% | $4,237-21.9% |
| Admin fee / account holder | $221 | $595-62.9% | $6,832-96.8% | $593-62.8% |