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 ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $6,308 |
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 | $247,324 | $55,415+346.3% | $155,509+59.0% | $74,495+232.0% |
| Participation rate | 98.0% | 61.9%+36.1pp | 78.2%+19.8pp | 67.2%+30.8pp |
| Annual return | 15.51% | 268.50%-253.0pp | 64.67%-49.2pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $6,440 | $2,267+184.1% | $4,672+37.8% | $2,623+145.5% |
| Participant deferral / active EE | $6,626 | $2,836+133.6% | $5,626+17.8% | $4,346+52.5% |
| Admin fee / account holder | $51 | $1,738-97.1% | $15,912-99.7% | $1,942-97.4% |