Filed May 10, 2018 (most recent of 2 filings on file)
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS Service code 11 · EIN 04-3015875 | Actuarial | $43,529 |
AETNA LIFE INSURANCE COMPANY3+ years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $41,164 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK Service code 25 · EIN 04-1867445 | Directed Trustee | $18,709 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $11,000 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 15.19% | 10.93%+4.3pp | 10.16%+5.0pp | 13.95%+1.2pp |
| Employer contribution / active EE | $10,149 | $10,209-0.6% | $33,192-69.4% | $16,598-38.9% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |