Filed July 12, 1995
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 8-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, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $53,364 |
SENTINEL PENSION ADVISORS2+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $45,502 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $15,603 |
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 | $118,318 | $88,515+33.7% | $162,163-27.0% | $67,579+75.1% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 23.89% | 27.04%-3.2pp | 115.59%-91.7pp | 378.56%-354.7pp |
| Employer contribution / active EE | $7,725 | $3,563+116.8% | $5,614+37.6% | $2,148+259.7% |
| Participant deferral / active EE | $8,408 | $5,724+46.9% | $7,298+15.2% | $3,539+137.6% |
| Admin fee / account holder | $237 | $124+91.6% | $10,843-97.8% | $142+66.6% |