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 28 · EIN 54-2020086 | Investment Management | $164,840 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $85,574 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,785 | $70,083+13.8% | $59,878+33.2% | $55,725+43.2% |
| Participation rate | 96.6% | 78.4%+18.2pp | 74.7%+21.9pp | 70.9%+25.8pp |
| Annual return | -4.61% | 3.13%-7.7pp | 3.46%-8.1pp | 244.93%-249.5pp |
| Employer contribution / active EE | $4,840 | $2,878+68.1% | $2,722+77.8% | $2,078+132.9% |
| Participant deferral / active EE | $4,480 | $3,079+45.5% | $3,402+31.7% | $3,356+33.5% |
| Admin fee / account holder | $148 | $70+109.9% | $3,590-95.9% | $115+28.1% |