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 3-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: MILLENNIUM ADVISORY SERVICES, INC. Service code 28 · EIN 54-2020086 5340 TWIN HICKORY RD · GLEN ALLEN, VA 230595682 | Investment Management | $19,080 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 106043027 | Plan Administrator | $16,216 |
PLANCHEC(K) CPAS LLC1 year Filed as: PLANCHEC(K) CPAS Service code 10 · EIN 84-2614035 501 MORRISON RD STE 201 · GAHANNA, OH 432303314 | Accounting | $11,400 |
TIAA3+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $7,005 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 1920 MAIN ST STE 800 · IRVINE, CA 926147227 | Investment Management | $5,676 |
HOLLAND & KNIGHT1 year Service code 29 · EIN 59-0663819 PO BOX 864084 · ORLANDO, FL 32886 | Legal | $5,440 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,371 | $91,762-52.7% | $67,502-35.7% | $77,643-44.1% |
| Participation rate | 91.7% | 75.9%+15.8pp | 72.9%+18.9pp | 70.6%+21.2pp |
| Annual return | 13.31% | 14.87%-1.6pp | 3512.12%-3498.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,100 | $3,181-34.0% | $2,731-23.1% | $2,726-23.0% |
| Participant deferral / active EE | $2,718 | $3,903-30.4% | $4,000-32.0% | $4,647-41.5% |
| Admin fee / account holder | $318 | $176+80.6% | $3,998-92.1% | $430-26.2% |