See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC2+ years Service code 27 ONE WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $51,197 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $31,747 |
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 | $54,150 | $75,183-28.0% | $123,892-56.3% | $55,167-1.8% |
| Participation rate | 89.1% | 72.8%+16.3pp | 81.4%+7.7pp | 69.0%+20.1pp |
| Annual return | 7.00% | 19.01%-12.0pp | 47.52%-40.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,777 | $2,823-37.0% | $4,617-61.5% | $1,963-9.4% |
| Participant deferral / active EE | $7,857 | $5,084+54.5% | $5,984+31.3% | $3,054+157.3% |
| Admin fee / account holder | $245 | $663-63.1% | $8,357-97.1% | $504-51.4% |