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 ADVISORS7 years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $47,136 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $40,281 |
SENTINEL PENSION ADVISORS8 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $1,530 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,574 | $78,485+90.6% | $106,213+40.8% | $74,495+100.8% |
| Participation rate | 91.2% | 72.8%+18.3pp | 75.3%+15.9pp | 67.2%+24.0pp |
| Annual return | 14.22% | 15.95%-1.7pp | 116.14%-101.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,447 | $4,322+95.4% | $5,016+68.4% | $4,346+94.4% |
| Admin fee / account holder | $585 | $2,232-73.8% | $11,033-94.7% | $1,942-69.9% |