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 GROUP3 years Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WA 53744 | Contract Administrator | $9,635 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,089 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,852 | $138,347-21.3% | $184,203-40.9% | $80,856+34.6% |
| Participation rate | 97.7% | 83.9%+13.8pp | 86.8%+10.9pp | 67.6%+30.1pp |
| Annual return | 15.42% | 20.02%-4.6pp | 28.81%-13.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $4,315 | $4,850-11.0% | $6,427-32.9% | $2,755+56.6% |
| Participant deferral / active EE | $6,827 | $7,071-3.5% | $9,131-25.2% | $4,296+58.9% |
| Admin fee / account holder | $77 | $10,483-99.3% | $13,901-99.4% | $6,918-98.9% |