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 ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $42,184 |
NATIONAL FINANCIAL SERVICES5+ years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $8,922 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,841 | $54,237-56.0% | $90,281-73.6% | $67,579-64.7% |
| Participation rate | 99.5% | 68.6%+30.8pp | 73.3%+26.2pp | 71.3%+28.2pp |
| Annual return | 20.49% | 37.27%-16.8pp | 78.10%-57.6pp | 378.56%-358.1pp |
| Employer contribution / active EE | $1,334 | $1,846-27.7% | $2,854-53.3% | $2,148-37.9% |
| Participant deferral / active EE | $1,395 | $2,625-46.9% | $3,885-64.1% | $3,539-60.6% |
| Admin fee / account holder | $61 | $123-50.2% | $5,351-98.9% | $142-56.8% |