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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 ADVISORS7 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $21,496 |
Filed as: WEALTH ENHANCEMENT ADVISOR SERVICES Service code 27 724 LONG ISLAND AVE · DEER PARK, NY 11729 | Advisory (Plan) | $16,669 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,538 | $53,136-18.1% | $155,509-72.0% | $199,593-78.2% |
| Participation rate | 7.8% | 64.1%-56.3pp | 78.2%-70.4pp | 72.0%-64.2pp |
| Annual return | 10.29% | 41.15%-30.9pp | 64.67%-54.4pp | 34.25%-24.0pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $184 | $3,161-94.2% | $5,626-96.7% | $5,087-96.4% |
| Admin fee / account holder | $274 | $185+47.6% | $15,912-98.3% | $269+1.8% |