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 | $21,162 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,385 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $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 | $40,166 | $69,823-42.5% | $77,163-47.9% | $74,419-46.0% |
| Participation rate | 92.6% | 70.0%+22.6pp | 69.6%+23.0pp | 70.7%+21.9pp |
| Annual return | 7.84% | 19.98%-12.1pp | 37.87%-30.0pp | 34.38%-26.5pp |
| Employer contribution / active EE | $1,685 | $2,150-21.6% | $2,535-33.5% | $2,637-36.1% |
| Participant deferral / active EE | $2,340 | $3,558-34.2% | $3,833-39.0% | $4,528-48.3% |
| Admin fee / account holder | $18 | $398-95.5% | $5,472-99.7% | $348-94.9% |