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 | $185,454 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $66,085 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $16,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,835 | $105,179-4.1% | $64,056+57.4% | $80,160+25.8% |
| Participation rate | 64.5% | 73.5%-9.0pp | 72.3%-7.8pp | 72.9%-8.4pp |
| Annual return | 15.82% | 20.34%-4.5pp | 33.69%-17.9pp | 40.38%-24.6pp |
| Employer contribution / active EE | $1,158 | $3,311-65.0% | $2,747-57.8% | $2,978-61.1% |
| Participant deferral / active EE | $2,772 | $4,020-31.0% | $3,880-28.5% | $5,017-44.7% |
| Admin fee / account holder | $144 | $113+27.1% | $3,068-95.3% | $145-0.7% |