Filed June 20, 2006
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 9-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 13 · EIN 42-0127290 | Contract Administrator | $9,778 |
Filed as: ROYAL ALLOANCE ASSOCIATES INC Service code 49 | Other Services | $8,319 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 49 · EIN 93-0987232 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,194 | $59,584-57.7% | $86,874-71.0% | $79,386-68.3% |
| Participation rate | 24.6% | 67.7%-43.1pp | 71.6%-47.0pp | 70.7%-46.1pp |
| Annual return | 14.68% | 23.15%-8.5pp | 63.52%-48.8pp | 116.85%-102.2pp |
| Employer contribution / active EE | $737 | $1,768-58.3% | $2,495-70.5% | $2,427-69.7% |
| Participant deferral / active EE | $1,434 | $3,036-52.8% | $3,699-61.2% | $4,046-64.6% |
| Admin fee / account holder | $166 | $604-72.6% | $5,828-97.2% | $626-73.5% |