Filed May 9, 2008
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 |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 15 · EIN 93-0987232 | Recordkeeping | $53,403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,639 | $50,982+85.6% | $154,803-38.9% | $85,563+10.6% |
| Participation rate | 47.5% | 59.8%-12.3pp | 78.1%-30.6pp | 66.0%-18.5pp |
| Annual return | 13.79% | 30.35%-16.6pp | 58.88%-45.1pp | 31.51%-17.7pp |
| Employer contribution / active EE | $1,275 | $1,708-25.4% | $4,305-70.4% | $2,654-52.0% |
| Participant deferral / active EE | $2,272 | $2,474-8.2% | $5,540-59.0% | $4,375-48.1% |
| Admin fee / account holder | $231 | $846-72.7% | $14,329-98.4% | $834-72.3% |