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 | $56,047-8.2% | $98,716-47.9% | $79,634-35.4% |
| Participation rate | 98.2% | 54.6%+43.6pp | 69.3%+28.9pp | 62.5%+35.8pp |
| Annual return | 17.15% | 17.58%-0.4pp | 31.81%-14.7pp | 36.46%-19.3pp |
| Employer contribution / active EE | $810 | $1,237-34.5% | $2,279-64.4% | $2,529-68.0% |
| Participant deferral / active EE | $6,137 | $2,469+148.5% | $4,048+51.6% | $3,835+60.0% |
| Admin fee / account holder | $236 | $1,512-84.4% | $8,703-97.3% | $1,002-76.4% |