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 ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $77,028 |
SENTINEL PENSION ADVISORS6+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $59,684 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $18,506 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,982 | $100,227+35.7% | $169,993-20.0% | $74,419+82.7% |
| Participation rate | 94.5% | 87.3%+7.1pp | 87.0%+7.5pp | 70.7%+23.7pp |
| Annual return | 19.80% | 66.08%-46.3pp | 53.37%-33.6pp | 34.38%-14.6pp |
| Employer contribution / active EE | $4,565 | $4,263+7.1% | $6,785-32.7% | $2,637+73.1% |
| Participant deferral / active EE | $9,745 | $7,143+36.4% | $10,408-6.4% | $4,528+115.2% |
| Admin fee / account holder | $286 | $234+22.2% | $12,815-97.8% | $348-17.7% |