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) | $105,360 |
TIAA1 year Filed as: TIAA-TEACHERS INS AND ANNUITY ASSOC Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $41,336 |
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 5350 77 CENTER DR · CHARLOTTE, NC 282172783 | Plan Administrator | $36,952 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 1920 MAIN STREET · IRVINE, CA 926147227 | Advisory (Plan) | $25,235 |
Filed as: CARR, RIGGS AND INGRAM, LLC Service code 10 · EIN 72-1396621 7550 HALCYON SUMMIT DR · MONTGOMERY, AL 361177010 | Accounting | $21,500 |
Annual investment return 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 | $71,512 | $91,762-22.1% | $67,502+5.9% | $77,643-7.9% |
| Participation rate | 74.9% | 75.9%-1.0pp | 72.9%+2.0pp | 70.6%+4.3pp |
| Annual return | 11.30% | 14.87%-3.6pp | 3512.12%-3500.8pp | 31.24%-19.9pp |
| Employer contribution / active EE | $1,038 | $3,181-67.4% | $2,731-62.0% | $2,726-61.9% |
| Participant deferral / active EE | $2,404 | $3,903-38.4% | $4,000-39.9% | $4,647-48.3% |
| Admin fee / account holder | $182 | $176+3.2% | $3,998-95.5% | $430-57.8% |