ADVANTAGE CREDIT, INC. RETIREMENT TRUST

Plan Contact

  • Address: 32065 CASTLE CT.,,EVERGREEN,CO
  • Contact person: DON UNGER
  • Phone: (303) 952-7529

Plan General Information

ADVANTAGE CREDIT, INC. RETIREMENT TRUST Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of ADVANTAGE CREDIT, INC. RETIREMENT TRUST is $3,925,626.00.This plan was established in 2009.

ADVANTAGE CREDIT, INC. RETIREMENT TRUST Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in ADVANTAGE CREDIT, INC. RETIREMENT TRUST is 233

ADVANTAGE CREDIT, INC. RETIREMENT TRUST Average Participant Retirement Account Value

In 2021, the average participant retirement account value for ADVANTAGE CREDIT, INC. RETIREMENT TRUST is $16,848.00

ADVANTAGE CREDIT, INC. RETIREMENT TRUST Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for ADVANTAGE CREDIT, INC. RETIREMENT TRUST is $2,471.00.

ADVANTAGE CREDIT, INC. RETIREMENT TRUST Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in ADVANTAGE CREDIT, INC. RETIREMENT TRUST is approximately $2,721.00
Investing in this additonal $2,721.00 for 20 years would give you extra $174,196.00, assuming a 10% annual return.

ADVANTAGE CREDIT, INC. RETIREMENT TRUST Total Employer Contribution and Match Rate

In 2021, ADVANTAGE CREDIT, INC. RETIREMENT TRUST allocates $634,183.00 to match its employees' contributions, providing an employer match rate of 220.24% of their contributions

ADVANTAGE CREDIT, INC. RETIREMENT TRUST Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of ADVANTAGE CREDIT, INC. RETIREMENT TRUST is 40.65%.

ADVANTAGE CREDIT, INC. RETIREMENT TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for ADVANTAGE CREDIT, INC. RETIREMENT TRUST is 12.01%. This measures the effectiveness of the plan participants' investments in the year.

ADVANTAGE CREDIT, INC. RETIREMENT TRUST Expense Ratio

In 2021, the investment and administrative expense ratio of ADVANTAGE CREDIT, INC. RETIREMENT TRUST is 0.40%.

Enrollment Features

ADVANTAGE CREDIT, INC. RETIREMENT TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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