Filed December 19, 2005
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, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $33,531 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,950 | $60,165+101.0% | $74,183+63.0% | $55,167+119.2% |
| Participation rate | 85.2% | 74.2%+11.0pp | 76.6%+8.6pp | 69.0%+16.2pp |
| Annual return | 6.78% | 10.00%-3.2pp | 17.74%-11.0pp | 169.23%-162.4pp |
| Employer contribution / active EE | $2,969 | $1,600+85.6% | $2,370+25.3% | $1,963+51.3% |
| Participant deferral / active EE | $7,528 | $2,973+153.2% | $3,550+112.1% | $3,054+146.5% |
| Admin fee / account holder | $178 | $419-57.6% | $5,586-96.8% | $504-64.7% |