Filed November 17, 2015
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 10-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 ADVISORS11+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $62,182 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $37,514 |
NATIONAL FINANCIAL SERVICES6 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 19 · EIN 04-3523567 | Securities Custodian | $11,182 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,435 | $56,767-9.4% | $101,794-49.5% | $85,563-39.9% |
| Participation rate | 98.2% | 57.6%+40.7pp | 69.2%+29.1pp | 66.0%+32.3pp |
| Annual return | 17.15% | 17.76%-0.6pp | 30.53%-13.4pp | 31.51%-14.4pp |
| Employer contribution / active EE | $810 | $1,112-27.2% | $2,289-64.6% | $2,654-69.5% |
| Participant deferral / active EE | $6,137 | $2,720+125.6% | $4,084+50.3% | $4,375+40.3% |
| Admin fee / account holder | $236 | $1,098-78.5% | $8,777-97.3% | $834-71.7% |