Filed July 18, 2013
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: MILLENIUM ADVISORY SERVICES Service code 26 · EIN 23-0595682 | Advisory (Participants) | $42,672 |
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $26,409 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 26 · EIN 33-0818667 | Advisory (Participants) | $12,949 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,179 | $52,467-17.7% | $57,179-24.5% | $55,167-21.7% |
| Participation rate | 97.5% | 75.8%+21.7pp | 75.3%+22.2pp | 69.0%+28.6pp |
| Annual return | 2.85% | 7.72%-4.9pp | 14.59%-11.7pp | 169.23%-166.4pp |
| Employer contribution / active EE | $2,254 | $2,477-9.0% | $2,682-16.0% | $1,963+14.8% |
| Participant deferral / active EE | $2,633 | $2,830-7.0% | $3,096-15.0% | $3,054-13.8% |
| Admin fee / account holder | $590 | $269+119.3% | $3,139-81.2% | $504+17.1% |