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 |
|---|---|---|
Service code 27 · EIN 42-0475158 | Advisory (Plan) | $37,514 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,359 |
COHNREZNICK LLP3+ years Service code 10 · EIN 22-1478099 | Accounting | $15,250 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 49 · EIN 23-3044062 | Other Services | $12,245 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $48,822 | $67,228-27.4% | $117,854-58.6% | $77,958-37.4% |
| Participation rate | 98.2% | 79.4%+18.8pp | 79.7%+18.5pp | 71.6%+26.5pp |
| Annual return | 18.14% | 19.13%-1.0pp | 335.08%-316.9pp | 20.87%-2.7pp |
| Employer contribution / active EE | $1,649 | $2,211-25.4% | $3,786-56.4% | $2,310-28.6% |
| Participant deferral / active EE | $4,387 | $3,653+20.1% | $4,482-2.1% | $3,537+24.1% |
| Admin fee / account holder | $25 | $76-67.3% | $8,020-99.7% | $97-74.5% |