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: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $87,122 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 13 | Contract Administrator | $16,361 |
TBS AGENCY INC10+ years Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $16,256 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $0 |
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 | $19,327 | $57,610-66.5% | $154,803-87.5% | $102,872-81.2% |
| Participation rate | 76.7% | 59.5%+17.3pp | 78.1%-1.3pp | 73.0%+3.7pp |
| Annual return | 12.10% | 30.49%-18.4pp | 58.88%-46.8pp | 19.06%-7.0pp |
| Employer contribution / active EE | $1,055 | $1,883-44.0% | $4,305-75.5% | $3,526-70.1% |
| Participant deferral / active EE | $725 | $2,914-75.1% | $5,540-86.9% | $5,535-86.9% |
| Admin fee / account holder | $71 | $368-80.8% | $14,329-99.5% | $292-75.8% |