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 ADVISORS2 years Filed as: SENTINEL PENSION ADVISORS INC Service code 27 · EIN 04-3422848 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,413 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,967 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,339 | $104,317+97.8% | $159,436+29.4% | $86,799+137.7% |
| Participation rate | 90.1% | 77.7%+12.4pp | 82.8%+7.3pp | 72.3%+17.8pp |
| Annual return | 16.24% | 26.32%-10.1pp | 263.57%-247.3pp | 97.91%-81.7pp |
| Employer contribution / active EE | $4,617 | $3,451+33.8% | $4,829-4.4% | $2,405+91.9% |
| Participant deferral / active EE | $10,600 | $6,837+55.0% | $7,352+44.2% | $4,131+156.6% |
| Admin fee / account holder | $74 | $172-57.1% | $10,799-99.3% | $170-56.4% |