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 BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $136,050 |
LT TRUST COMPANY2+ years Filed as: MG TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $13,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,898 | $37,213-38.5% | $156,549-85.4% | $63,975-64.2% |
| Participation rate | 30.5% | 65.0%-34.5pp | 84.0%-53.5pp | 71.1%-40.6pp |
| Annual return | 14.80% | 47.89%-33.1pp | 32.23%-17.4pp | 48.65%-33.9pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $1,312 | $2,070-36.6% | $4,871-73.1% | $3,356-60.9% |
| Admin fee / account holder | $109 | $56+92.8% | $13,027-99.2% | $70+54.2% |