Filed January 22, 2015 (most recent of 4 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 |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC1+ years Service code 27 · EIN 93-0987232 | Advisory (Plan) | $66,371 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,499 |
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 | $28,682 | $30,979-7.4% | $67,711-57.6% | $59,188-51.5% |
| Participation rate | 86.5% | 40.5%+46.0pp | 67.5%+19.0pp | 69.4%+17.1pp |
| Annual return | 0.47% | -1.74%+2.2pp | 25.41%-24.9pp | 5.51%-5.0pp |
| Employer contribution / active EE | $1,318 | $807+63.3% | $2,559-48.5% | $2,098-37.2% |
| Participant deferral / active EE | $2,031 | $1,603+26.8% | $3,585-43.3% | $3,265-37.8% |
| Admin fee / account holder | $63 | $81-22.4% | $4,255-98.5% | $92-31.9% |