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 | $157,315 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $95,692 |
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 | $90,691 | $204,517-55.7% | $69,455+30.6% | $77,787+16.6% |
| Participation rate | 98.1% | 74.6%+23.5pp | 74.6%+23.5pp | 73.2%+24.9pp |
| Annual return | 18.60% | 22.10%-3.5pp | 28.97%-10.4pp | 32.57%-14.0pp |
| Employer contribution / active EE | $4,705 | $3,548+32.6% | $2,779+69.3% | $2,504+87.9% |
| Participant deferral / active EE | $4,475 | $3,478+28.7% | $3,535+26.6% | $3,967+12.8% |
| Admin fee / account holder | $145 | $101+43.9% | $3,839-96.2% | $100+44.6% |