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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MILLENNIUM ADVISORY SERVICES INC Service code 26 · EIN 54-2020086 5340 TWIN HICKORY RD · GLEN ALLEN, VA 23059 | Advisory (Participants) | $47,041 |
TIAA1+ years Filed as: TIAA-TRACHERS INS AND ANNUITY ASSOC Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $35,756 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 5350 77 CENTER DR · CHARLOTTE, NC 282172783 | Plan Administrator | $29,931 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN STREET · IRVINE, CA 926147227 | Advisory (Plan) | $20,287 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,434 | $83,884-23.2% | $64,056+0.6% | $74,419-13.4% |
| Participation rate | 75.5% | 76.6%-1.2pp | 72.3%+3.2pp | 70.7%+4.7pp |
| Annual return | 0.00% | 16.57%-16.6pp | 33.69%-33.7pp | 34.38%-34.4pp |
| Employer contribution / active EE | $952 | $3,084-69.1% | $2,747-65.3% | $2,637-63.9% |
| Participant deferral / active EE | $1,898 | $3,692-48.6% | $3,880-51.1% | $4,528-58.1% |
| Admin fee / account holder | $121 | $196-38.4% | $3,068-96.1% | $348-65.3% |