Filed October 18, 2004
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 |
|---|---|---|
Filed as: AT RETIRMENT SERVICES, LLC Service code 15 · EIN 83-3455979 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Recordkeeping | $103,296 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,301 | $91,372-6.6% | $129,995-34.4% | $74,419+14.6% |
| Participation rate | 94.9% | 77.8%+17.1pp | 78.5%+16.4pp | 70.7%+24.2pp |
| Annual return | 19.68% | 23.21%-3.5pp | -137.18%+156.9pp | 34.38%-14.7pp |
| Employer contribution / active EE | $2,661 | $2,563+3.8% | $4,320-38.4% | $2,637+0.9% |
| Participant deferral / active EE | $3,139 | $4,721-33.5% | $5,820-46.1% | $4,528-30.7% |
| Admin fee / account holder | $207 | $283-27.1% | $10,614-98.1% | $348-40.6% |