Filed February 9, 2012 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES, INC. Service code 27 · EIN 54-2020086 5340 TWIN HICKEORY ROAD · GLEN ALLEN, VA 230595682 | Advisory (Plan) | $94,426 |
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 | $78,471 | $67,166+16.8% | $57,343+36.8% | $55,191+42.2% |
| Participation rate | 96.3% | 77.7%+18.6pp | 75.1%+21.2pp | 69.2%+27.1pp |
| Annual return | 2.01% | 4.22%-2.2pp | 24.39%-22.4pp | 10.78%-8.8pp |
| Employer contribution / active EE | $4,353 | $2,812+54.8% | $2,689+61.9% | $1,899+129.2% |
| Participant deferral / active EE | $4,114 | $2,835+45.1% | $3,162+30.1% | $3,046+35.0% |
| Admin fee / account holder | $68 | $44+55.1% | $3,356-98.0% | $91-25.6% |