Filed March 25, 1996
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 |
|---|---|---|
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $20,238 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,575 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 62 · EIN 04-1590850 | Recordkeeping fees; Float revenue | $16,809 |
TBS AGENCY INC8+ years Service code 53 · EIN 52-1473914 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Insurance Commissions | $7,261 |
Service code 53 · EIN 42-1445429 | Insurance Commissions | $2,116 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,221 | $50,127-61.7% | $149,673-87.2% | $80,160-76.0% |
| Participation rate | 65.3% | 64.3%+1.0pp | 78.8%-13.5pp | 72.9%-7.7pp |
| Annual return | 9.00% | 29.82%-20.8pp | 134.42%-125.4pp | 40.38%-31.4pp |
| Employer contribution / active EE | $975 | $1,865-47.7% | $4,818-79.8% | $2,978-67.3% |
| Participant deferral / active EE | $453 | $3,194-85.8% | $5,680-92.0% | $5,017-91.0% |
| Admin fee / account holder | $38 | $153-75.2% | $13,210-99.7% | $145-73.8% |