Filed February 23, 2017 (most recent of 2 filings on file)
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 INC3+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 47 PARK PLACE STE 850 · APPLETON, WI 54302 | Contract Administrator | $1,800 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $775 |
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 | $74,057 | $80,753-8.3% | $136,294-45.7% | $62,292+18.9% |
| Participation rate | 93.6% | 73.5%+20.1pp | 81.9%+11.7pp | 69.5%+24.1pp |
| Annual return | 24.06% | 35.83%-11.8pp | 5155.94%-5131.9pp | 28.90%-4.8pp |
| Employer contribution / active EE | $3,162 | $2,884+9.7% | $4,695-32.6% | $2,042+54.9% |
| Participant deferral / active EE | $6,658 | $5,164+28.9% | $6,247+6.6% | $3,169+110.1% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |