Filed September 26, 2002 (most recent of 2 filings on file)
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 |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4156830 | Recordkeeping | $6,390 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 22 · EIN 93-0987232 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Insurance Broker | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,066 | $73,867-68.8% | $143,757-84.0% | $68,494-66.3% |
| Participation rate | 43.4% | 66.7%-23.2pp | 80.3%-36.9pp | 67.9%-24.5pp |
| Annual return | -9.94% | 1.01%-10.9pp | -0.04%-9.9pp | -7.84%-2.1pp |
| Employer contribution / active EE | $1,149 | $3,184-63.9% | $4,951-76.8% | $2,596-55.8% |
| Participant deferral / active EE | $725 | $3,384-78.6% | $5,637-87.1% | $4,027-82.0% |
| Admin fee / account holder | $129 | $5,755-97.8% | $14,673-99.1% | $5,403-97.6% |