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 |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $5,548 |
Filed as: MILLENNIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 5340 TWIN HICKORY ROAD · GLEN ALLEN, VA 230595682 | Advisory (Participants) | $5,198 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN ST · IRVINE, CA 926147227 | Advisory (Plan) | $4,210 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,355 | $42,894-29.2% | $60,874-50.1% | $68,494-55.7% |
| Participation rate | 92.2% | 66.8%+25.4pp | 73.1%+19.1pp | 67.9%+24.3pp |
| Annual return | -11.83% | -13.98%+2.2pp | 16.90%-28.7pp | -7.84%-4.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,698 | $2,867+29.0% | $3,817-3.1% | $4,027-8.2% |
| Admin fee / account holder | $64 | $3,101-97.9% | $3,224-98.0% | $5,403-98.8% |