See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $28,944 |
Filed as: THE RETIREMENT ADVANTAGE, INC Service code 15 · EIN 39-1816008 47 PARK PL STE 850 · APPLETON, WI 54914 | Recordkeeping | $5,790 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,561 | $47,944+26.3% | $67,834-10.7% | $62,891-3.7% |
| Participation rate | 82.8% | 61.1%+21.7pp | 68.8%+14.0pp | 69.3%+13.5pp |
| Annual return | 8.08% | 11.77%-3.7pp | 138.47%-130.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $466 | $1,562-70.2% | $2,403-80.6% | $2,281-79.6% |
| Participant deferral / active EE | $3,671 | $2,247+63.4% | $3,160+16.2% | $3,203+14.6% |
| Admin fee / account holder | $299 | $3,712-91.9% | $4,622-93.5% | $4,296-93.0% |