Filed April 18, 2016
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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $12,540 |
Filed as: SENTINEL BENEFITS GROUP, INC Service code 15 · EIN 04-3015875 | Recordkeeping | $6,923 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,990 | $106,028+93.3% | $146,958+39.5% | $77,643+164.0% |
| Participation rate | 98.5% | 78.4%+20.2pp | 82.2%+16.4pp | 70.6%+28.0pp |
| Annual return | 17.12% | 56.73%-39.6pp | 418.34%-401.2pp | 31.24%-14.1pp |
| Employer contribution / active EE | $3,377 | $4,063-16.9% | $4,933-31.5% | $2,726+23.9% |
| Participant deferral / active EE | $10,847 | $7,990+35.8% | $8,070+34.4% | $4,647+133.4% |
| Admin fee / account holder | $58 | $337-82.9% | $12,998-99.6% | $430-86.6% |