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 INC3+ years Service code 61 · EIN 93-0987232 | Consulting fees; Finders' fees / plac... | $74,689 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,057 |
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 | $32,323 | $43,717-26.1% | $81,478-60.3% | $77,958-58.5% |
| Participation rate | 89.8% | 42.5%+47.2pp | 68.0%+21.8pp | 71.6%+18.1pp |
| Annual return | 16.55% | 23.83%-7.3pp | 38.78%-22.2pp | 20.87%-4.3pp |
| Employer contribution / active EE | $1,532 | $919+66.7% | $2,568-40.4% | $2,310-33.7% |
| Participant deferral / active EE | $2,242 | $1,783+25.8% | $3,537-36.6% | $3,537-36.6% |
| Admin fee / account holder | $69 | $108-35.8% | $4,561-98.5% | $97-28.8% |