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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $189,044 |
Service code 27 · EIN 42-0475158 | Advisory (Plan) | $40,757 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $25,693 |
COHNREZNICK LLP4+ years Service code 10 · EIN 22-1478099 | Accounting | $15,800 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $47,707 | $64,311-25.8% | $110,238-56.7% | $75,289-36.6% |
| Participation rate | 97.5% | 79.3%+18.2pp | 79.8%+17.6pp | 72.4%+25.0pp |
| Annual return | -3.59% | -1.74%-1.8pp | 314.74%-318.3pp | -0.04%-3.6pp |
| Employer contribution / active EE | $1,674 | $2,404-30.3% | $3,826-56.2% | $2,405-30.4% |
| Participant deferral / active EE | $4,564 | $3,892+17.3% | $4,672-2.3% | $3,739+22.1% |
| Admin fee / account holder | $124 | $88+41.8% | $8,547-98.5% | $102+21.5% |