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 ADVISORS2+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $21,749 |
SENTINEL PENSION ADVISORS2+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $21,245 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,612 | $42,546-46.9% | $71,796-68.5% | $55,167-59.0% |
| Participation rate | 83.9% | 59.1%+24.8pp | 69.1%+14.8pp | 69.0%+14.9pp |
| Annual return | 13.53% | 12.36%+1.2pp | 78.04%-64.5pp | 169.23%-155.7pp |
| Employer contribution / active EE | $546 | $803-32.1% | $1,924-71.6% | $1,963-72.2% |
| Participant deferral / active EE | $3,136 | $2,064+51.9% | $2,794+12.2% | $3,054+2.7% |
| Admin fee / account holder | $167 | $650-74.3% | $4,815-96.5% | $504-66.9% |