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 230595682 | Advisory (Participants) | $12,889 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,862 | $94,833-55.9% | $75,696-44.7% | $86,799-51.8% |
| Participation rate | 86.5% | 79.1%+7.4pp | 74.8%+11.7pp | 72.3%+14.2pp |
| Annual return | 12.66% | 16.91%-4.2pp | 104.53%-91.9pp | 97.91%-85.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,440 | $3,632-60.4% | $3,821-62.3% | $4,131-65.1% |
| Admin fee / account holder | $24 | $109-77.9% | $3,619-99.3% | $170-85.8% |