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 |
|---|---|---|
Filed as: SENTINEL PENSION ADVISORS INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $37,500 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Sales load... | $33,006 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,049 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $189,868 | $100,801+88.4% | $149,696+26.8% | $73,409+158.6% |
| Participation rate | 92.9% | 77.7%+15.2pp | 82.5%+10.5pp | 72.2%+20.8pp |
| Annual return | 16.34% | 265.34%-249.0pp | 276.60%-260.3pp | 59.29%-43.0pp |
| Employer contribution / active EE | $4,297 | $3,312+29.8% | $4,644-7.5% | $2,234+92.4% |
| Participant deferral / active EE | $10,353 | $6,404+61.6% | $6,842+51.3% | $3,805+172.0% |
| Admin fee / account holder | $78 | $181-56.8% | $9,309-99.2% | $158-50.6% |