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 ADVISORS4+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $66,380 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $65,580 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $19,531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,258 | $111,491+128.9% | $189,513+34.7% | $86,799+194.1% |
| Participation rate | 43.9% | 87.3%-43.4pp | 87.8%-43.9pp | 72.3%-28.4pp |
| Annual return | 16.49% | 83.50%-67.0pp | 555.15%-538.7pp | 97.91%-81.4pp |
| Employer contribution / active EE | $8,447 | $3,951+113.8% | $6,162+37.1% | $2,405+251.2% |
| Participant deferral / active EE | $9,063 | $6,437+40.8% | $8,221+10.2% | $4,131+119.4% |
| Admin fee / account holder | $478 | $189+153.2% | $12,045-96.0% | $170+181.8% |