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 INC2+ years Service code 16 · EIN 93-0987232 | Consulting | $67,589 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,714 |
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 | $28,652 | $31,370-8.7% | $74,583-61.6% | $63,975-55.2% |
| Participation rate | 88.8% | 42.6%+46.2pp | 68.1%+20.7pp | 71.1%+17.6pp |
| Annual return | 6.76% | -105.16%+111.9pp | 20.47%-13.7pp | 48.65%-41.9pp |
| Employer contribution / active EE | $1,436 | $822+74.7% | $2,525-43.1% | $2,182-34.2% |
| Participant deferral / active EE | $2,160 | $1,560+38.4% | $3,458-37.5% | $3,356-35.7% |
| Admin fee / account holder | $77 | $770% | $4,138-98.1% | $70+9.0% |