Filed November 16, 2005
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 INC Service code 26 · EIN 54-2020086 5340 TWIN HICKORY ROAD · GLEN ALLEN, VA 23059 | Advisory (Participants) | $14,695 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $28,740 | $68,408-58.0% | $57,179-49.7% | $57,658-50.2% |
| Participation rate | 68.1% | 79.1%-11.0pp | 75.3%-7.2pp | 70.2%-2.1pp |
| Annual return | 7.56% | 8.51%-0.9pp | 14.59%-7.0pp | 5.13%+2.4pp |
| Employer contribution / active EE | $567 | $2,869-80.3% | $2,682-78.9% | $1,974-71.3% |
| Participant deferral / active EE | $1,344 | $2,903-53.7% | $3,096-56.6% | $3,061-56.1% |
| Admin fee / account holder | $26 | $70-63.1% | $3,139-99.2% | $95-72.8% |