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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $250,710 |
FIDUCIENT ADVISORS LLC2 years Service code 28 · EIN 36-4001764 | Investment Management | $42,058 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $36,958 |
COHNREZNICK LLP8+ years Service code 10 | Accounting | $18,000 |
COHN REZNICK LLP3 years 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 | $69,640 | $84,000-17.1% | $119,609-41.8% | $77,904-10.6% |
| Participation rate | 98.8% | 77.8%+20.9pp | 79.3%+19.5pp | 73.7%+25.1pp |
| Annual return | -15.83% | -11.59%-4.2pp | -14.97%-0.9pp | 12.21%-28.0pp |
| Employer contribution / active EE | $2,786 | $2,907-4.2% | $4,232-34.2% | $2,848-2.2% |
| Participant deferral / active EE | $6,868 | $4,705+46.0% | $5,602+22.6% | $4,806+42.9% |
| Admin fee / account holder | $99 | $116-14.1% | $10,323-99.0% | $133-25.0% |