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 |
|---|---|---|
Filed as: MILLENNIUM INVESTMENT AND RET Service code 26 · EIN 94-3428956 13850 BALLANTYNE CORPORATE PL #500 · CHARLOTTE, NC 28277 | Advisory (Participants) | $4,748 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $1,061 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,703 | $69,515+57.8% | $86,874+26.3% | $85,850+27.8% |
| Participation rate | 77.9% | 66.3%+11.6pp | 71.6%+6.3pp | 69.3%+8.6pp |
| Annual return | 12.61% | 20.12%-7.5pp | 63.52%-50.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,375 | $1,880-26.9% | $2,495-44.9% | $2,565-46.4% |
| Participant deferral / active EE | $5,096 | $2,919+74.6% | $3,699+37.8% | $3,952+29.0% |
| Admin fee / account holder | $745 | $5,972-87.5% | $5,828-87.2% | $6,260-88.1% |