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 ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $46,047 |
NATIONAL FINANCIAL SERVICES4+ years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $7,296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,468 | $43,999-53.5% | $79,464-74.2% | $55,725-63.3% |
| Participation rate | 99.5% | 66.9%+32.6pp | 73.3%+26.1pp | 70.9%+28.6pp |
| Annual return | -4.64% | 1.81%-6.5pp | 718.14%-722.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,226 | $1,830-33.0% | $2,800-56.2% | $2,078-41.0% |
| Participant deferral / active EE | $1,191 | $2,538-53.1% | $3,704-67.9% | $3,356-64.5% |
| Admin fee / account holder | $67 | $118-42.8% | $5,113-98.7% | $115-41.6% |