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 ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $35,505 |
NATIONAL FINANCIAL SERVICES6+ years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $9,309 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,174 | $52,670-52.2% | $90,404-72.2% | $73,409-65.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.7%+27.3pp | 72.2%+27.8pp |
| Annual return | 13.51% | 20.70%-7.2pp | 1293.02%-1279.5pp | 59.29%-45.8pp |
| Employer contribution / active EE | $1,447 | $1,872-22.7% | $3,262-55.7% | $2,234-35.2% |
| Participant deferral / active EE | $1,691 | $2,807-39.7% | $3,963-57.3% | $3,805-55.6% |
| Admin fee / account holder | $52 | $117-55.5% | $5,611-99.1% | $158-67.1% |