Filed March 1, 2002
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 |
|---|---|---|
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 · EIN 39-1816008 | Contract Administrator | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,405 | $88,324+28.4% | $115,037-1.4% | $55,191+105.5% |
| Participation rate | 91.2% | 72.5%+18.7pp | 81.4%+9.9pp | 69.2%+22.1pp |
| Annual return | -0.49% | 6.30%-6.8pp | 26.14%-26.6pp | 10.78%-11.3pp |
| Employer contribution / active EE | $84 | $2,805-97.0% | $4,608-98.2% | $1,899-95.6% |
| Participant deferral / active EE | $7,339 | $5,042+45.5% | $6,026+21.8% | $3,046+140.9% |
| Admin fee / account holder | $13 | $105-87.8% | $8,175-99.8% | $91-85.9% |