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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $200,498 |
Service code 27 · EIN 42-0475158 | Advisory (Plan) | $43,033 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $32,811 |
COHNREZNICK LLP5+ years Service code 10 · EIN 22-1478099 | Accounting | $16,000 |
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 | $58,294 | $73,125-20.3% | $125,175-53.4% | $77,787-25.1% |
| Participation rate | 98.2% | 79.4%+18.8pp | 79.8%+18.4pp | 73.2%+25.0pp |
| Annual return | 28.44% | 24.71%+3.7pp | 43.79%-15.4pp | 32.57%-4.1pp |
| Employer contribution / active EE | $2,028 | $2,413-15.9% | $3,865-47.5% | $2,504-19.0% |
| Participant deferral / active EE | $4,948 | $3,966+24.8% | $4,937+0.2% | $3,967+24.7% |
| Admin fee / account holder | $122 | $89+36.7% | $9,702-98.7% | $100+22.1% |