Filed January 1, 2012
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 |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES INC. Service code 16 THE MONTERVERDE GROUP · PITTSBURGH, PA 15222 | Consulting | $14,048 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $2,777 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $85,516 | $44,059+94.1% | $71,671+19.3% | $69,631+22.8% |
| Participation rate | 69.2% | 60.8%+8.5pp | 68.7%+0.5pp | 70.7%-1.5pp |
| Annual return | 13.00% | 21.97%-9.0pp | 20.65%-7.7pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $1,338 | $1,305+2.6% | $2,460-45.6% | $2,032-34.1% |
| Participant deferral / active EE | $2,575 | $2,370+8.7% | $3,438-25.1% | $3,224-20.1% |
| Admin fee / account holder | $74 | $108-31.1% | $5,558-98.7% | $110-32.8% |