Filed October 24, 2014
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 ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP INC Service code 15 · EIN 04-3015875 | Recordkeeping | $31,090 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $5,814 |
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 | $12,486 | $38,925-67.9% | $73,843-83.1% | $55,191-77.4% |
| Participation rate | 100.0% | 66.0%+34.0pp | 73.4%+26.6pp | 69.2%+30.8pp |
| Annual return | 0.27% | 6.31%-6.0pp | 2267.84%-2267.6pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,162 | $1,695-31.4% | $2,787-58.3% | $1,899-38.8% |
| Participant deferral / active EE | $1,130 | $2,351-51.9% | $3,583-68.5% | $3,046-62.9% |
| Admin fee / account holder | $31 | $83-62.2% | $4,880-99.4% | $91-65.5% |