See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 ADVISORS6 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $44,489 |
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3048575 | Recordkeeping | $27,739 |
PKF O'CONNOR DAVIES, LLP5 years Service code 10 · EIN 27-1728945 | Accounting | $16,050 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-2647786 | Recordkeeping | $5,708 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,799 | $69,763+243.7% | $67,502+255.2% | $74,495+221.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 17.75% | -40.34%+58.1pp | 3512.12%-3494.4pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $7,798 | $2,704+188.4% | $2,731+185.6% | $2,623+197.3% |
| Participant deferral / active EE | $7,790 | $3,636+114.2% | $4,000+94.7% | $4,346+79.2% |
| Admin fee / account holder | $622 | $896-30.5% | $3,998-84.4% | $1,942-67.9% |