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) | $119,234 |
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $38,561 |
TRG ADVISORS, INC.3 years Filed as: TRG ADVISORS, INC Service code 27 · EIN 82-3871756 | Advisory (Plan) | $18,361 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $63,682 | $84,948-25.0% | $70,449-9.6% | $73,409-13.3% |
| Participation rate | 96.2% | 79.9%+16.2pp | 75.1%+21.1pp | 72.2%+24.0pp |
| Annual return | 11.65% | 13.39%-1.7pp | 109.03%-97.4pp | 59.29%-47.6pp |
| Employer contribution / active EE | $1,848 | $2,834-34.8% | $2,737-32.5% | $2,234-17.3% |
| Participant deferral / active EE | $2,629 | $3,387-22.4% | $3,709-29.1% | $3,805-30.9% |
| Admin fee / account holder | $262 | $98+167.3% | $3,845-93.2% | $158+66.1% |