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 5-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 |
|---|---|---|
TIAA1+ years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $12,956 |
Filed as: MILLENIUM ADVISORY SERVICES, INC Service code 26 · EIN 54-2020086 5340 TWIN HICKORY RD · GLEN ALLEN, VA 230595682 | Advisory (Participants) | $11,964 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,177 | $84,948-44.5% | $70,449-33.0% | $73,409-35.7% |
| Participation rate | 77.0% | 79.9%-3.0pp | 75.1%+1.9pp | 72.2%+4.8pp |
| Annual return | 0.00% | 13.39%-13.4pp | 109.03%-109.0pp | 59.29%-59.3pp |
| Employer contribution / active EE | $743 | $2,834-73.8% | $2,737-72.9% | $2,234-66.7% |
| Participant deferral / active EE | $679 | $3,387-79.9% | $3,709-81.7% | $3,805-82.1% |
| Admin fee / account holder | $33 | $98-65.9% | $3,845-99.1% | $158-78.8% |