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) | $16,421 |
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 | $30,797 | $74,552-58.7% | $62,995-51.1% | $69,631-55.8% |
| Participation rate | 66.3% | 78.3%-12.0pp | 74.8%-8.5pp | 70.7%-4.4pp |
| Annual return | 12.60% | 15.77%-3.2pp | 87.57%-75.0pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $542 | $2,929-81.5% | $2,759-80.3% | $2,032-73.3% |
| Participant deferral / active EE | $1,283 | $2,974-56.9% | $3,329-61.5% | $3,224-60.2% |
| Admin fee / account holder | $28 | $59-52.4% | $3,600-99.2% | $110-74.4% |