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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $210,325 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $34,075 |
Service code 27 · EIN 42-0475158 | Advisory (Plan) | $27,630 |
COHNREZNICK LLP6+ years Service code 10 | Accounting | $16,500 |
COHN REZNICK LLP1 year Service code 10 · EIN 22-1472099 | Accounting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,481 | $82,783-14.9% | $133,956-47.4% | $90,288-21.9% |
| Participation rate | 96.6% | 81.3%+15.3pp | 79.8%+16.7pp | 73.4%+23.2pp |
| Annual return | 15.41% | 21.89%-6.5pp | 45.09%-29.7pp | 53.97%-38.6pp |
| Employer contribution / active EE | $2,287 | $2,388-4.2% | $3,919-41.6% | $2,524-9.4% |
| Participant deferral / active EE | $5,655 | $4,291+31.8% | $5,048+12.0% | $4,232+33.6% |
| Admin fee / account holder | $132 | $93+42.1% | $8,927-98.5% | $114+15.7% |