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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $29,789 |
CJM WEALTH MANAGEMENT4+ years Filed as: CJM Service code 27 · EIN 20-2817509 | Advisory (Plan) | $12,266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $28,262 | $37,196-24.0% | $154,107-81.7% | $55,725-49.3% |
| Participation rate | 21.4% | 64.1%-42.7pp | 83.0%-61.6pp | 70.9%-49.4pp |
| Annual return | -5.42% | 1319.68%-1325.1pp | 735.12%-740.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $338 | $2,068-83.6% | $5,081-93.3% | $3,356-89.9% |
| Admin fee / account holder | $205 | $102+102.1% | $13,411-98.5% | $115+78.2% |