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 ADVISORY SERVICES, INC. Service code 26 · EIN 54-2020086 | Advisory (Participants) | $9,860 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $5,922 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,086 | $49,227-32.8% | $70,449-53.0% | $79,858-58.6% |
| Participation rate | 96.7% | 69.2%+27.6pp | 75.1%+21.7pp | 69.6%+27.1pp |
| Annual return | 12.46% | 30.06%-17.6pp | 109.03%-96.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,825 | $2,768+38.2% | $3,709+3.1% | $3,740+2.3% |
| Admin fee / account holder | $84 | $2,878-97.1% | $3,845-97.8% | $5,306-98.4% |