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 |
|---|---|---|
Service code 26 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $32,380 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $22,289 |
MID ATLANTIC CAPITAL CORPORATION5+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 18 · EIN 26-0010549 | Custodial (securities); Custodial (ot... | $15,868 |
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 | $160,584 | $60,795+164.1% | $69,455+131.2% | $65,185+146.4% |
| Participation rate | 84.2% | 74.9%+9.3pp | 74.6%+9.5pp | 70.2%+14.0pp |
| Annual return | 19.05% | 17.46%+1.6pp | 28.97%-9.9pp | 29.38%-10.3pp |
| Employer contribution / active EE | $10,450 | $2,452+326.2% | $2,779+276.0% | $2,177+380.1% |
| Participant deferral / active EE | $6,830 | $3,162+116.0% | $3,535+93.2% | $3,514+94.4% |
| Admin fee / account holder | $364 | $314+15.9% | $3,839-90.5% | $847-57.1% |