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 ADVISORS4+ years Service code 27 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Advisory (Plan) | $32,000 |
Filed as: EMPOWER RETIREMENT ADVISORY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,201 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,226 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 13 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Contract Administrator | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,045 | $80,005-27.4% | $140,016-58.5% | $55,725+4.2% |
| Participation rate | 96.6% | 87.0%+9.6pp | 87.5%+9.1pp | 70.9%+25.7pp |
| Annual return | -6.21% | 0.46%-6.7pp | 651.12%-657.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $3,499 | $3,403+2.8% | $5,606-37.6% | $2,078+68.4% |
| Participant deferral / active EE | $4,975 | $5,264-5.5% | $6,927-28.2% | $3,356+48.3% |
| Admin fee / account holder | $65 | $116-43.8% | $10,705-99.4% | $115-43.6% |