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 |
|---|---|---|
THE RETIREMENT ADVANTAGE INC2 years Filed as: AT RETIRMENT SERVICES, LLC Service code 15 · EIN 83-3455979 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Recordkeeping | $109,386 |
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 | $98,383 | $89,436+10.0% | $164,813-40.3% | $77,643+26.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 18.59% | 28.83%-10.2pp | 69.93%-51.3pp | 31.24%-12.6pp |
| Employer contribution / active EE | $2,989 | $2,569+16.4% | $4,341-31.1% | $2,726+9.7% |
| Participant deferral / active EE | $3,631 | $4,897-25.8% | $6,031-39.8% | $4,647-21.9% |
| Admin fee / account holder | $232 | $339-31.6% | $12,690-98.2% | $430-46.0% |