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 |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $36,063 |
CLEARPOINT CAPITAL4 years Service code 27 23 WATER ST · BANGOR, ME 04401 | Advisory (Plan) | $29,719 |
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 | $50,395 | $77,899-35.3% | $149,673-66.3% | $75,163-33.0% |
| Participation rate | 34.5% | 65.6%-31.1pp | 78.8%-44.2pp | 67.2%-32.7pp |
| Annual return | 13.39% | 31.72%-18.3pp | 134.42%-121.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $3,955 | $3,137+26.1% | $4,818-17.9% | $2,670+48.1% |
| Participant deferral / active EE | $7,393 | $3,411+116.7% | $5,680+30.2% | $4,125+79.2% |
| Admin fee / account holder | $256 | $5,956-95.7% | $13,210-98.1% | $5,651-95.5% |