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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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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: MILLENNIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 5340 TWIN HICKORY RD · GLENN ALLEN, VA 230595682 | Advisory (Participants) | $239,222 |
PENTEGRA SERVICES, INC.5+ years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $68,457 |
TIAA5+ years Filed as: TIAA-TEACHERS INS & ANNUIT ASSOC Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $67,434 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 1920 MAIN STREET · IRVINE, CA 926147227 | Advisory (Participants) | $58,436 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,704 |
FTB ADVISORS, INC.2 years Filed as: FTB ADVISOR INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $8,403 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,252 | $113,293-36.2% | $67,511+7.0% | $199,768-63.8% |
| Participation rate | 92.4% | 73.3%+19.1pp | 72.9%+19.5pp | 72.0%+20.4pp |
| Annual return | 12.98% | 15.88%-2.9pp | 3517.41%-3504.4pp | 34.26%-21.3pp |
| Employer contribution / active EE | $1,917 | $3,401-43.6% | $2,733-29.9% | $3,037-36.9% |
| Participant deferral / active EE | $2,888 | $4,159-30.5% | $4,000-27.8% | $5,090-43.2% |
| Admin fee / account holder | $317 | $103+208.7% | $3,999-92.1% | $269+17.7% |