Filed May 15, 2013
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 |
|---|---|---|
CLEARPOINT CAPITAL3 years Service code 27 23 WATER ST · BANGOR, ME 04401 | Advisory (Plan) | $32,561 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $28,848 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,867 | $46,292-0.9% | $143,757-68.1% | $64,808-29.2% |
| Participation rate | 31.1% | 64.2%-33.1pp | 80.3%-49.2pp | 71.5%-40.4pp |
| Annual return | -14.12% | -10.05%-4.1pp | -0.04%-14.1pp | 32.82%-46.9pp |
| Employer contribution / active EE | $587 | $1,910-69.2% | $4,951-88.1% | $2,506-76.6% |
| Participant deferral / active EE | $1,036 | $2,646-60.8% | $5,637-81.6% | $4,310-76.0% |
| Admin fee / account holder | $225 | $154+46.2% | $14,673-98.5% | $188+19.7% |