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: MILLENNIUM INVESTMENT AND RET Service code 26 · EIN 94-3428956 13850 BALLANTYNE CORPORATE PL #500 · CHARLOTTE, NC 28277 | Advisory (Participants) | $4,441 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,462 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,726 | $54,590+71.7% | $81,930+14.4% | $73,488+27.5% |
| Participation rate | 78.4% | 68.3%+10.1pp | 72.0%+6.5pp | 70.7%+7.8pp |
| Annual return | 13.47% | 17.74%-4.3pp | 29.49%-16.0pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,215 | $1,636-25.7% | $4,310-71.8% | $2,270-46.5% |
| Participant deferral / active EE | $4,719 | $2,759+71.0% | $7,107-33.6% | $3,740+26.2% |
| Admin fee / account holder | $668 | $592+12.8% | $5,158-87.1% | $513+30.1% |