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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.
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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 |
|---|---|---|
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 | Contract Administrator | $7,257 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 60 | Sub-TA Fees | $0 |
Filed as: THE PARAGON ALLIANCE GROUP Service code 13 · EIN 23-3044062 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,798 | $56,629+76.2% | $77,999+27.9% | $55,167+80.9% |
| Participation rate | 76.8% | 73.3%+3.5pp | 75.5%+1.3pp | 69.0%+7.8pp |
| Annual return | 4.03% | 2866.98%-2863.0pp | 425.96%-421.9pp | 169.23%-165.2pp |
| Employer contribution / active EE | $2,164 | $1,723+25.6% | $2,470-12.4% | $1,963+10.3% |
| Participant deferral / active EE | $4,917 | $2,777+77.1% | $3,497+40.6% | $3,054+61.0% |
| Admin fee / account holder | $79 | $467-83.0% | $5,480-98.6% | $504-84.3% |