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 | $19,945 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,603 |
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 13 PO BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $6,992 |
ARMANINO LLP1 year Service code 10 12657 ALCOSTA BLVD STE 500 · SAN RAMON, CA 94583 | Accounting | $1,123 |
ALLIANCE PENSION CONSULTANTS, LLC10+ years Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,446 | $117,025-49.2% | $91,541-35.1% | $85,563-30.5% |
| Participation rate | 98.7% | 64.2%+34.4pp | 69.8%+28.9pp | 66.0%+32.7pp |
| Annual return | 15.86% | 18.02%-2.2pp | 20.50%-4.6pp | 31.51%-15.7pp |
| Employer contribution / active EE | $2,272 | $2,120+7.1% | $2,505-9.3% | $2,654-14.4% |
| Participant deferral / active EE | $2,899 | $3,446-15.9% | $4,008-27.7% | $4,375-33.7% |
| Admin fee / account holder | $14 | $1,242-98.9% | $6,956-99.8% | $834-98.3% |