Filed September 15, 2023
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $122,304 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $59,792 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,138 | $100,923+47.8% | $150,045-0.6% | $74,304+100.7% |
| Participation rate | 93.0% | 70.1%+23.0pp | 82.3%+10.7pp | 60.3%+32.7pp |
| Annual return | 18.17% | 51.77%-33.6pp | 62.55%-44.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $5,339 | $3,463+54.1% | $4,693+13.8% | $2,241+138.2% |
| Participant deferral / active EE | $10,561 | $6,709+57.4% | $7,997+32.1% | $3,767+180.3% |
| Admin fee / account holder | $507 | $2,767-81.7% | $13,435-96.2% | $2,969-82.9% |