See peer percentile detail. $4.99 for your first 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 Service code 16 · EIN 54-2020086 5340 TWIN HICKORY RD · GLENN ALLEN, VA 230595682 | Consulting | $318,414 |
PLANPILOT, LLC5 years Filed as: PLANPILOT Service code 27 · EIN 45-4168388 223 W JACKSON BLVD · CHICAGO, IL 606066913 | Advisory (Plan) | $111,878 |
TIAA6+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $100,979 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $80,718 |
PLANCHEC(K) CPAS LLC2 years Filed as: PLANCHEC(K) CPAS Service code 10 · EIN 84-2614035 501 MORRISON RD · GAHANNA, OH 432303314 | Accounting | $15,100 |
PRM CONSULTING INC4 years Service code 16 · EIN 52-2156813 1814 13TH ST NW · WASHINGTON, DC 200094424 | Consulting | $12,000 |
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 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 | $100,757 | $113,293-11.1% | $67,502+49.3% | $199,593-49.5% |
| Participation rate | 89.8% | 73.3%+16.4pp | 72.9%+16.9pp | 72.0%+17.8pp |
| Annual return | 13.88% | 15.88%-2.0pp | 3512.12%-3498.2pp | 34.25%-20.4pp |
| Employer contribution / active EE | $2,918 | $3,401-14.2% | $2,731+6.9% | $3,034-3.8% |
| Participant deferral / active EE | $2,982 | $4,159-28.3% | $4,000-25.4% | $5,087-41.4% |
| Admin fee / account holder | $329 | $103+220.9% | $3,998-91.8% | $269+22.4% |