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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 |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $17,964 |
CJM WEALTH MANAGEMENT6+ years Filed as: CJM Service code 27 · EIN 20-2817509 | Advisory (Plan) | $15,523 |
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.
Annual investment return 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 | $40,739 | $52,293-22.1% | $178,490-77.2% | $73,409-44.5% |
| Participation rate | 14.3% | 65.3%-51.1pp | 81.9%-67.6pp | 72.2%-57.9pp |
| Annual return | 4.48% | 34.75%-30.3pp | 151.07%-146.6pp | 59.29%-54.8pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $297 | $2,332-87.3% | $5,202-94.3% | $3,805-92.2% |
| Admin fee / account holder | $221 | $127+73.3% | $13,984-98.4% | $158+39.8% |