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 5340 TWIN HICKORY ROAD · GLEN ALLEN, VA 230595682 | Advisory (Participants) | $46,051 |
TIAA2+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $28,638 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 26 · EIN 33-0818667 1920 MAIN STREET · IRVINE, CA 926147227 | Advisory (Participants) | $19,458 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,225 | $57,976-23.7% | $62,995-29.8% | $62,292-29.0% |
| Participation rate | 97.7% | 75.9%+21.8pp | 74.8%+22.9pp | 69.5%+28.2pp |
| Annual return | 8.53% | 17.54%-9.0pp | 87.57%-79.0pp | 28.90%-20.4pp |
| Employer contribution / active EE | $2,168 | $2,415-10.2% | $2,759-21.4% | $2,042+6.2% |
| Participant deferral / active EE | $2,724 | $2,956-7.8% | $3,329-18.2% | $3,169-14.0% |
| Admin fee / account holder | $617 | $276+123.7% | $3,600-82.9% | $479+28.7% |