Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5+ years Filed as: SENTINEL BENEFITS Service code 11 · EIN 04-3015875 | Actuarial | $50,996 |
AETNA LIFE INSURANCE COMPANY5+ years Filed as: AETNA Service code 13 · EIN 06-6033492 | Contract Administrator | $34,211 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK Service code 25 · EIN 04-1867445 | Directed Trustee | $29,465 |
HAGER STRATEGIC1 year Service code 15 1320 19TH STREET, NW · WASHINGTON, DC 20036 | Recordkeeping | $10,946 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $9,089 |
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 | $186,381-100.0% | $428,620-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 28.2%-28.2pp | 46.0%-46.0pp | 13.0%-13.0pp |
| Annual return | 18.63% | 12.39%+6.2pp | 20.73%-2.1pp | 13.59%+5.0pp |
| Employer contribution / active EE | $13,575 | $14,456-6.1% | $36,500-62.8% | $14,592-7.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,031-100.0% | $7,495-100.0% | $29,657-100.0% |