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) | $53,123 |
TIAA3+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $33,095 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 26 · EIN 33-0818667 1920 MAIN STREET · IRVINE, CA 926147227 | Advisory (Participants) | $22,527 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,739 | $55,002-15.0% | $59,878-21.9% | $56,287-17.0% |
| Participation rate | 97.1% | 75.9%+21.2pp | 74.7%+22.4pp | 69.9%+27.3pp |
| Annual return | 7.88% | 1.13%+6.7pp | 3.46%+4.4pp | -9.96%+17.8pp |
| Employer contribution / active EE | $2,317 | $2,448-5.3% | $2,722-14.9% | $2,111+9.8% |
| Participant deferral / active EE | $2,800 | $3,121-10.3% | $3,402-17.7% | $3,350-16.4% |
| Admin fee / account holder | $666 | $236+182.4% | $3,590-81.5% | $521+27.8% |