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 | $12,994 |
Filed as: ROYAL ALLOANCE ASSOCIATES INC Service code 49 | Other Services | $11,757 |
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 | $33,109 | $50,199-34.0% | $70,092-52.8% | $66,914-50.5% |
| Participation rate | 23.3% | 66.3%-43.1pp | 70.5%-47.2pp | 69.8%-46.5pp |
| Annual return | 8.76% | -13.85%+22.6pp | 190.73%-182.0pp | 1.58%+7.2pp |
| Employer contribution / active EE | $739 | $1,864-60.3% | $2,559-71.1% | $2,544-70.9% |
| Participant deferral / active EE | $1,450 | $3,112-53.4% | $3,849-62.3% | $4,237-65.8% |
| Admin fee / account holder | $236 | $600-60.6% | $6,267-96.2% | $593-60.2% |