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 ADVISORS2 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $21,055 |
Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $8,487 |
Filed as: CHARLES SCHWAB & CO. Service code 18 · EIN 94-1737782 | Custodial (other than securities); Tr... | $6,242 |
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 | $31,724 | $55,002-42.3% | $59,878-47.0% | $56,287-43.6% |
| Participation rate | 95.1% | 75.9%+19.2pp | 74.7%+20.4pp | 69.9%+25.2pp |
| Annual return | 7.09% | 1.13%+6.0pp | 3.46%+3.6pp | -9.96%+17.0pp |
| Employer contribution / active EE | $901 | $2,448-63.2% | $2,722-66.9% | $2,111-57.3% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $130 | $236-45.0% | $3,590-96.4% | $521-75.1% |