Filed November 17, 2025
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES INC Service code 99 · EIN 54-2020086 5340 TWIN HICKORY RD · GLEN ALLEN, VA 230595682 | Other Fees | $18,026 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 99 · EIN 33-0818667 1920 MAIN ST STE 800 · IRVINE, CA 926147227 | Other Fees | $7,500 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $202,387-100.0% | $57,179-100.0% | - |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.3%-75.3pp | - |
| Annual return | 4.49% | 10.83%-6.3pp | 14.59%-10.1pp | - |
| Employer contribution / active EE | $0 | $2,304-100.0% | $2,682-100.0% | - |
| Participant deferral / active EE | $0 | $2,991-100.0% | $3,096-100.0% | - |
| Admin fee / account holder | $0 | $22,351-100.0% | $3,139-100.0% | - |