Filed June 29, 2023 (most recent of 4 filings on file)
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 ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $5,933 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,185 | $102,553-9.1% | $151,611-38.5% | $66,914+39.3% |
| Participation rate | 89.3% | 85.5%+3.8pp | 87.5%+1.8pp | 69.8%+19.5pp |
| Annual return | -16.28% | -10.82%-5.5pp | 3.33%-19.6pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,418 | $4,180-18.2% | $6,166-44.6% | $2,544+34.3% |
| Participant deferral / active EE | $5,900 | $6,641-11.2% | $8,363-29.5% | $4,237+39.2% |
| Admin fee / account holder | $44 | $630-93.0% | $11,616-99.6% | $593-92.6% |