Filed April 17, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC2+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $43,909 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,495 | $46,761+31.5% | $106,619-42.3% | $57,658+6.7% |
| Participation rate | 57.8% | 56.9%+0.9pp | 78.0%-20.2pp | 70.2%-12.4pp |
| Annual return | 7.21% | 15.77%-8.6pp | 9.42%-2.2pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,074 | $1,274-15.7% | $3,947-72.8% | $1,974-45.6% |
| Participant deferral / active EE | $2,152 | $1,954+10.1% | $3,930-45.2% | $3,061-29.7% |
| Admin fee / account holder | $1 | $97-98.7% | $6,418-100.0% | $95-98.7% |