Filed November 7, 2006
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 PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $18,969 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $16,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,881 | $25,723+117.2% | $69,182-19.2% | $55,167+1.3% |
| Participation rate | 39.8% | 39.4%+0.3pp | 55.1%-15.4pp | 69.0%-29.2pp |
| Annual return | 5.90% | 9.56%-3.7pp | -21.93%+27.8pp | 169.23%-163.3pp |
| Employer contribution / active EE | $365 | $480-24.1% | $1,206-69.8% | $1,963-81.4% |
| Participant deferral / active EE | $921 | $963-4.4% | $1,897-51.4% | $3,054-69.8% |
| Admin fee / account holder | $394 | $365+8.1% | $2,697-85.4% | $504-21.8% |