Filed November 30, 1994
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 | Contract Administrator | $45,788 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,930 |
Filed as: PRIVATE ADVISOR GROUP Service code 27 · EIN 27-3463733 | Advisory (Plan) | $2,426 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
CALVERT4 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
DIAMOND HILL2 years Service code 52 · EIN 31-6547095 | Indirect Investment Fees | $0 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 20-3691708 | Recordkeeping Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,323 | $56,503-9.2% | $70,092-26.8% | $64,808-20.8% |
| Participation rate | 94.2% | 70.5%+23.7pp | 70.5%+23.7pp | 71.5%+22.7pp |
| Annual return | -19.39% | -13.44%-5.9pp | 190.73%-210.1pp | 32.82%-52.2pp |
| Employer contribution / active EE | $1,807 | $2,046-11.7% | $2,559-29.4% | $2,506-27.9% |
| Participant deferral / active EE | $2,446 | $3,389-27.8% | $3,849-36.5% | $4,310-43.3% |
| Admin fee / account holder | $18 | $160-88.8% | $6,267-99.7% | $188-90.5% |