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 | $170,423 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $109,543 |
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 | $100,804 | $105,581-4.5% | $70,449+43.1% | $90,288+11.6% |
| Participation rate | 97.3% | 77.5%+19.8pp | 75.1%+22.3pp | 73.4%+24.0pp |
| Annual return | 13.74% | 14.78%-1.0pp | 109.03%-95.3pp | 53.97%-40.2pp |
| Employer contribution / active EE | $3,713 | $3,304+12.4% | $2,737+35.7% | $2,524+47.1% |
| Participant deferral / active EE | $4,404 | $3,813+15.5% | $3,709+18.7% | $4,232+4.0% |
| Admin fee / account holder | $159 | $68+135.2% | $3,845-95.9% | $114+39.3% |