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 ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $189,371 |
LT TRUST COMPANY3+ years Filed as: MG TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $13,103 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,674 | $44,989-74.1% | $170,442-93.2% | $77,958-85.0% |
| Participation rate | 82.4% | 64.6%+17.8pp | 83.6%-1.2pp | 71.6%+10.7pp |
| Annual return | 20.99% | 19.61%+1.4pp | 205.93%-184.9pp | 20.87%+0.1pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,433-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,991 | $2,208-9.8% | $4,939-59.7% | $3,537-43.7% |
| Admin fee / account holder | $53 | $69-22.6% | $13,880-99.6% | $97-45.2% |