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 | $196,036 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $140,555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,446 | $120,057-7.2% | $75,696+47.2% | $93,030+19.8% |
| Participation rate | 93.7% | 77.3%+16.4pp | 74.8%+18.9pp | 73.9%+19.8pp |
| Annual return | 13.06% | 19.62%-6.6pp | 104.53%-91.5pp | 158.70%-145.6pp |
| Employer contribution / active EE | $1,153 | $3,253-64.5% | $2,743-57.9% | $2,706-57.4% |
| Participant deferral / active EE | $4,215 | $4,089+3.1% | $3,821+10.3% | $4,562-7.6% |
| Admin fee / account holder | $193 | $81+136.7% | $3,619-94.7% | $152+27.1% |