Filed December 27, 2011
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 9-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $61,274 |
PEAK RETIREMENT GROUP2 years Filed as: PEAK WEALTH SOLUTIONS INC Service code 26 · EIN 34-1914557 | Advisory (Participants) | $27,573 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,598 | $56,485-75.9% | $185,823-92.7% | $86,799-84.3% |
| Participation rate | 75.3% | 65.5%+9.8pp | 81.7%-6.4pp | 72.3%+3.0pp |
| Annual return | 12.11% | 118.04%-105.9pp | 122.05%-109.9pp | 97.91%-85.8pp |
| Employer contribution / active EE | $435 | $1,843-76.4% | $5,167-91.6% | $2,405-81.9% |
| Participant deferral / active EE | $1,651 | $2,553-35.3% | $5,568-70.4% | $4,131-60.0% |
| Admin fee / account holder | $34 | $150-77.3% | $16,237-99.8% | $170-80.0% |