Filed October 27, 2021 (most recent of 2 filings on file)
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 ADVISOSRY SERVICES, INC Service code 26 · EIN 54-2020086 | Advisory (Participants) | $11,424 |
TIAA1+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $63 |
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 | $29,847 | $40,256-25.9% | $57,343-47.9% | $59,632-49.9% |
| Participation rate | 95.6% | 69.2%+26.4pp | 75.1%+20.5pp | 68.7%+26.9pp |
| Annual return | 1.33% | 27.49%-26.2pp | 24.39%-23.1pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,521 | $2,399+5.1% | $3,162-20.3% | $3,192-21.0% |
| Admin fee / account holder | $58 | $2,818-97.9% | $3,356-98.3% | $4,297-98.6% |