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.
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 ADVISORY SERVICES, INC Service code 28 · EIN 54-2020086 | Investment Management | $217,147 |
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 | $65,449 | $70,083-6.6% | $59,878+9.3% | $55,725+17.5% |
| Participation rate | 97.9% | 78.4%+19.5pp | 74.7%+23.2pp | 70.9%+27.0pp |
| Annual return | -1.99% | 3.13%-5.1pp | 3.46%-5.5pp | 244.93%-246.9pp |
| Employer contribution / active EE | $5,049 | $2,878+75.4% | $2,722+85.5% | $2,078+143.0% |
| Participant deferral / active EE | $2,949 | $3,079-4.2% | $3,402-13.3% | $3,356-12.1% |
| Admin fee / account holder | $294 | $70+317.7% | $3,590-91.8% | $115+155.0% |