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 ADVISORS8+ years Service code 28 · EIN 04-3422848 | Investment Management | $19,268 |
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,133 | $79,124-2.5% | $60,874+26.7% | $64,808+19.0% |
| Participation rate | 82.8% | 77.7%+5.1pp | 73.1%+9.7pp | 71.5%+11.4pp |
| Annual return | -8.81% | -7.13%-1.7pp | 16.90%-25.7pp | 32.82%-41.6pp |
| Employer contribution / active EE | $965 | $3,050-68.4% | $2,701-64.3% | $2,506-61.5% |
| Participant deferral / active EE | $1,123 | $3,725-69.8% | $3,817-70.6% | $4,310-73.9% |
| Admin fee / account holder | $52 | $106-50.9% | $3,224-98.4% | $188-72.4% |