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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,453 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $5,041 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,035 | $91,190-71.4% | $178,490-85.4% | $79,858-67.4% |
| Participation rate | 82.7% | 69.2%+13.5pp | 81.9%+0.7pp | 69.6%+13.0pp |
| Annual return | 12.64% | 24.19%-11.5pp | 151.07%-138.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $683 | $3,256-79.0% | $5,011-86.4% | $2,471-72.4% |
| Participant deferral / active EE | $1,398 | $3,236-56.8% | $5,202-73.1% | $3,740-62.6% |
| Admin fee / account holder | $195 | $6,751-97.1% | $13,984-98.6% | $5,306-96.3% |