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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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) | $49,741 |
TIAA4+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $33,053 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 26 · EIN 33-0818667 1920 MAIN STREET · IRVINE, CA 926147227 | Advisory (Participants) | $22,518 |
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 | $46,859 | $60,795-22.9% | $69,455-32.5% | $65,185-28.1% |
| Participation rate | 97.9% | 74.9%+23.1pp | 74.6%+23.3pp | 70.2%+27.7pp |
| Annual return | 5.26% | 17.46%-12.2pp | 28.97%-23.7pp | 29.38%-24.1pp |
| Employer contribution / active EE | $2,290 | $2,452-6.6% | $2,779-17.6% | $2,177+5.2% |
| Participant deferral / active EE | $2,435 | $3,162-23.0% | $3,535-31.1% | $3,514-30.7% |
| Admin fee / account holder | $624 | $314+99.0% | $3,839-83.7% | $847-26.3% |