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 GROUP4 years Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WA 53744 | Contract Administrator | $9,992 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,916 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,463 | $148,978-10.4% | $200,582-33.5% | $84,808+57.4% |
| Participation rate | 95.4% | 84.2%+11.2pp | 86.9%+8.5pp | 68.3%+27.1pp |
| Annual return | 16.64% | 28.16%-11.5pp | 42.33%-25.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,635 | $4,815-3.7% | $6,419-27.8% | $2,631+76.2% |
| Participant deferral / active EE | $6,903 | $7,142-3.3% | $9,331-26.0% | $4,212+63.9% |
| Admin fee / account holder | $121 | $13,977-99.1% | $16,305-99.3% | $7,344-98.4% |