See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $21,514 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $19,000 |
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 | $71,815 | $64,909+10.6% | $82,313-12.8% | $62,292+15.3% |
| Participation rate | 74.4% | 74.9%-0.4pp | 76.9%-2.5pp | 69.5%+4.9pp |
| Annual return | 13.66% | 21.18%-7.5pp | 25.88%-12.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $610 | $1,676-63.6% | $2,428-74.9% | $2,042-70.1% |
| Participant deferral / active EE | $3,134 | $3,103+1.0% | $3,706-15.4% | $3,169-1.1% |
| Admin fee / account holder | $387 | $440-12.1% | $5,608-93.1% | $479-19.3% |