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 ADVISORS3+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $19,617 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $15,872 |
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 | $71,844 | $31,388+128.9% | $73,545-2.3% | $62,292+15.3% |
| Participation rate | 34.8% | 39.9%-5.1pp | 54.9%-20.1pp | 69.5%-34.7pp |
| Annual return | 16.10% | 25.34%-9.2pp | -15.16%+31.3pp | 28.90%-12.8pp |
| Employer contribution / active EE | $295 | $498-40.8% | $1,219-75.8% | $2,042-85.6% |
| Participant deferral / active EE | $714 | $1,028-30.5% | $1,806-60.5% | $3,169-77.5% |
| Admin fee / account holder | $421 | $299+40.5% | $2,320-81.9% | $479-12.2% |