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 |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATION, INC, Service code 27 125 E. DAKOTA AVE · PIERRE, SD 575013216 | Advisory (Plan) | $11,273 |
Service code 12 · EIN 48-1205033 | Float revenue; Recordkeeping and info... | $700 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,469 | $45,073+5.3% | $69,455-31.7% | $72,985-35.0% |
| Participation rate | 73.5% | 68.5%+5.0pp | 74.6%-1.1pp | 69.5%+4.0pp |
| Annual return | 4.88% | 22.65%-17.8pp | 28.97%-24.1pp | 81.00%-76.1pp |
| Employer contribution / active EE | $1,371 | $2,054-33.2% | $2,779-50.7% | $2,440-43.8% |
| Participant deferral / active EE | $1,947 | $2,602-25.2% | $3,535-44.9% | $3,607-46.0% |
| Admin fee / account holder | $132 | $3,056-95.7% | $3,839-96.6% | $5,124-97.4% |