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 ADVISORS3+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $20,727 |
SENTINEL PENSION ADVISORS3+ years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $19,233 |
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 | $26,899 | $51,466-47.7% | $78,778-65.9% | $62,292-56.8% |
| Participation rate | 86.3% | 59.8%+26.5pp | 69.2%+17.1pp | 69.5%+16.8pp |
| Annual return | 19.27% | 19.96%-0.7pp | 35.62%-16.4pp | 28.90%-9.6pp |
| Employer contribution / active EE | $584 | $827-29.4% | $1,986-70.6% | $2,042-71.4% |
| Participant deferral / active EE | $3,352 | $2,147+56.1% | $2,958+13.3% | $3,169+5.8% |
| Admin fee / account holder | $149 | $489-69.4% | $5,134-97.1% | $479-68.8% |