See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,957 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,662 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 14 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Plan Administrator | $1,405 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,144 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,103 | $78,485-83.3% | $106,213-87.7% | $74,495-82.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 14.65% | 15.95%-1.3pp | 116.14%-101.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,376 | $2,523-5.8% | $3,171-25.1% | $2,623-9.4% |
| Participant deferral / active EE | $2,169 | $4,322-49.8% | $5,016-56.8% | $4,346-50.1% |
| Admin fee / account holder | $53 | $2,232-97.6% | $11,033-99.5% | $1,942-97.2% |