Filed June 24, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
TIAA6 years Service code 23 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Insurance services | $22,370 |
Filed as: MILLENNIUM ADVISORY SERVICES, INC. Service code 27 · EIN 54-2020086 5340 TWIN HICKORY ROAD · GLEN ALLEN, VA 23059 | Advisory (Plan) | $10,741 |
CHARLES W. SNADER, P.C.2 years Service code 10 · EIN 54-1873714 131 HANBURY RD W · CHESAPEAKE, VA 233224379 | Accounting | $6,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,200 | $60,989+0.3% | $60,874+0.5% | $66,914-8.5% |
| Participation rate | 96.3% | 74.5%+21.8pp | 73.1%+23.2pp | 69.8%+26.5pp |
| Annual return | -11.94% | -9.60%-2.3pp | 16.90%-28.8pp | 1.58%-13.5pp |
| Employer contribution / active EE | $3,353 | $2,661+26.0% | $2,701+24.1% | $2,544+31.8% |
| Participant deferral / active EE | $3,414 | $3,615-5.6% | $3,817-10.6% | $4,237-19.4% |
| Admin fee / account holder | $103 | $338-69.5% | $3,224-96.8% | $593-82.6% |