Filed November 9, 2005
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,202 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 13 | Contract Administrator | $22,014 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METLIFE SECURITIES Service code 49 · EIN 13-3175978 | Other Services | $11,100 |
NEW ENGLAND SECURITIES1+ years Service code 49 · EIN 04-2436412 | Other Services | $5,560 |
COHNREZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $5,388 |
Filed as: THE PARAGON ALLIANCE GROUP Service code 13 · EIN 23-3044062 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,868 | $74,498-45.1% | $94,224-56.6% | $59,188-31.0% |
| Participation rate | 89.9% | 76.8%+13.2pp | 78.8%+11.2pp | 69.4%+20.5pp |
| Annual return | 0.30% | 2.76%-2.5pp | 10.68%-10.4pp | 5.51%-5.2pp |
| Employer contribution / active EE | $824 | $2,077-60.3% | $3,587-77.0% | $2,098-60.7% |
| Participant deferral / active EE | $3,457 | $3,433+0.7% | $4,320-20.0% | $3,265+5.9% |
| Admin fee / account holder | $28 | $103-73.2% | $6,269-99.6% | $92-70.1% |