Filed February 17, 2011
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 ADVISORS6+ years Service code 28 · EIN 04-3422848 | Investment Management | $12,059 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,538 | $84,948-5.2% | $70,449+14.3% | $73,409+9.7% |
| Participation rate | 83.6% | 79.9%+3.7pp | 75.1%+8.6pp | 72.2%+11.5pp |
| Annual return | 10.96% | 13.39%-2.4pp | 109.03%-98.1pp | 59.29%-48.3pp |
| Employer contribution / active EE | $781 | $2,834-72.5% | $2,737-71.5% | $2,234-65.1% |
| Participant deferral / active EE | $955 | $3,387-71.8% | $3,709-74.2% | $3,805-74.9% |
| Admin fee / account holder | $41 | $98-58.2% | $3,845-98.9% | $158-74.0% |