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 | $65,914 |
PEAK RETIREMENT GROUP3 years Filed as: PEAK WEALTH SOLUTIONS INC Service code 26 · EIN 34-1914557 | Advisory (Participants) | $24,833 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,408 | $46,292-75.4% | $143,757-92.1% | $64,808-82.4% |
| Participation rate | 79.3% | 64.2%+15.1pp | 80.3%-1.0pp | 71.5%+7.9pp |
| Annual return | -13.01% | -10.05%-3.0pp | -0.04%-13.0pp | 32.82%-45.8pp |
| Employer contribution / active EE | $399 | $1,910-79.1% | $4,951-91.9% | $2,506-84.1% |
| Participant deferral / active EE | $1,737 | $2,646-34.4% | $5,637-69.2% | $4,310-59.7% |
| Admin fee / account holder | $33 | $154-78.5% | $14,673-99.8% | $188-82.4% |