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 |
|---|---|---|
MILLENNIUM INVESTMENT & RETIREMENT10+ years Filed as: MILLENIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 5340 TWIN HICKORY RD, · GLEN ALLEN, VA 23059 | Advisory (Participants) | $27,569 |
TIAA9 years Filed as: TIAA- TEACHERS GROUP & ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE, · NEW YORK, NY 100173206 | Recordkeeping | $25,506 |
TRG ADVISORS, INC.8 years Filed as: TRG ADVISORS, INC Service code 27 · EIN 82-3871756 1060 WOODCOCK RD STREET 128 · ORLANDO, FL 328033607 | Advisory (Plan) | $13,841 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,397 | $69,763-30.6% | $67,502-28.3% | $74,495-35.0% |
| Participation rate | 97.3% | 71.4%+26.0pp | 72.9%+24.5pp | 67.2%+30.1pp |
| Annual return | 13.94% | -40.34%+54.3pp | 3512.12%-3498.2pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,506 | $2,704-7.3% | $2,731-8.2% | $2,623-4.5% |
| Participant deferral / active EE | $2,374 | $3,636-34.7% | $4,000-40.7% | $4,346-45.4% |
| Admin fee / account holder | $200 | $896-77.7% | $3,998-95.0% | $1,942-89.7% |