Filed April 28, 2023
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $127,543 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $54,211 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $52,365 | $185,342-71.7% | $111,297-53.0% | $86,799-39.7% |
| Participation rate | 97.1% | 81.0%+16.1pp | 77.3%+19.8pp | 72.3%+24.8pp |
| Annual return | 16.46% | 500.80%-484.3pp | 54.65%-38.2pp | 97.91%-81.4pp |
| Employer contribution / active EE | $2,110 | $2,246-6.0% | $2,731-22.7% | $2,405-12.3% |
| Participant deferral / active EE | $4,136 | $4,458-7.2% | $4,487-7.8% | $4,131+0.1% |
| Admin fee / account holder | $258 | $255+1.1% | $7,964-96.8% | $170+52.3% |