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 ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 30-5916766 | Recordkeeping | $32,232 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $8,210 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,662 | $46,100-55.2% | $86,590-76.1% | $69,631-70.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 17.19% | 21.02%-3.8pp | 964.84%-947.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $1,212 | $1,850-34.5% | $2,839-57.3% | $2,032-40.3% |
| Participant deferral / active EE | $1,115 | $2,432-54.1% | $3,609-69.1% | $3,224-65.4% |
| Admin fee / account holder | $47 | $94-49.5% | $4,906-99.0% | $110-57.1% |