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 ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $39,381 |
NATIONAL FINANCIAL SERVICES7+ years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $9,367 |
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 | $30,534 | $58,290-47.6% | $98,442-69.0% | $86,799-64.8% |
| Participation rate | 99.4% | 68.3%+31.1pp | 73.3%+26.0pp | 72.3%+27.1pp |
| Annual return | 13.85% | 43.48%-29.6pp | 1492.73%-1478.9pp | 97.91%-84.1pp |
| Employer contribution / active EE | $1,487 | $2,008-26.0% | $2,960-49.8% | $2,405-38.2% |
| Participant deferral / active EE | $1,991 | $3,152-36.8% | $4,276-53.4% | $4,131-51.8% |
| Admin fee / account holder | $61 | $138-55.5% | $5,949-99.0% | $170-63.9% |