Filed November 17, 2017
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,175 |
Service code 13 PO BOX 9023794 · SAN JUAN, PR 009023794 | Contract Administrator | $51,470 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $43,977 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,670 | $56,095-66.7% | $178,490-89.5% | $90,288-79.3% |
| Participation rate | 82.0% | 65.6%+16.4pp | 81.9%+0.1pp | 73.4%+8.6pp |
| Annual return | 9.31% | 28.81%-19.5pp | 151.07%-141.8pp | 53.97%-44.7pp |
| Employer contribution / active EE | $489 | $1,572-68.9% | $5,011-90.2% | $2,524-80.6% |
| Participant deferral / active EE | $1,278 | $2,669-52.1% | $5,202-75.4% | $4,232-69.8% |
| Admin fee / account holder | $69 | $101-31.0% | $13,984-99.5% | $114-39.2% |