Filed December 18, 2018 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
SENTINEL PENSION ADVISORS3+ years Service code 27 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Advisory (Plan) | $64,000 |
Filed as: EMPOWER RETIREMENT ADVISORY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,044 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,346 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 13 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Contract Administrator | $11,275 |
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 | $50,216 | $81,537-38.4% | $149,718-66.5% | $69,631-27.9% |
| Participation rate | 95.3% | 86.1%+9.2pp | 87.1%+8.3pp | 70.7%+24.7pp |
| Annual return | 16.70% | 22.79%-6.1pp | 1501.63%-1484.9pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $3,377 | $3,239+4.2% | $5,445-38.0% | $2,032+66.2% |
| Participant deferral / active EE | $4,712 | $4,994-5.6% | $6,569-28.3% | $3,224+46.2% |
| Admin fee / account holder | $38 | $107-64.4% | $11,283-99.7% | $110-65.5% |