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 | $211,558 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $74,620 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $18,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,341 | $113,293-7.9% | $67,502+54.6% | $199,593-47.7% |
| Participation rate | 65.9% | 73.3%-7.4pp | 72.9%-7.0pp | 72.0%-6.1pp |
| Annual return | 11.79% | 15.88%-4.1pp | 3512.12%-3500.3pp | 34.25%-22.5pp |
| Employer contribution / active EE | $1,088 | $3,401-68.0% | $2,731-60.1% | $3,034-64.1% |
| Participant deferral / active EE | $2,754 | $4,159-33.8% | $4,000-31.1% | $5,087-45.9% |
| Admin fee / account holder | $160 | $103+56.2% | $3,998-96.0% | $269-40.4% |