Filed April 5, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
PEAK RETIREMENT GROUP2 years Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WA 53744 | Contract Administrator | $9,388 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,330 |
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 | $98,018 | $125,758-22.1% | $169,993-42.3% | $75,163+30.4% |
| Participation rate | 97.8% | 83.6%+14.3pp | 87.0%+10.9pp | 67.2%+30.7pp |
| Annual return | 13.50% | 27.20%-13.7pp | 53.37%-39.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $4,528 | $4,615-1.9% | $6,785-33.3% | $2,670+69.6% |
| Participant deferral / active EE | $7,277 | $6,837+6.4% | $10,408-30.1% | $4,125+76.4% |
| Admin fee / account holder | $83 | $8,173-99.0% | $12,815-99.4% | $5,651-98.5% |