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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 ADVISORS4 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $21,795 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $9,009 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. Service code 18 · EIN 94-1737782 | Trustee (directed); Custodial (other ... | $5,881 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,713 | $65,322-49.9% | $70,449-53.6% | $73,488-55.5% |
| Participation rate | 98.1% | 77.0%+21.2pp | 75.1%+23.0pp | 70.7%+27.4pp |
| Annual return | 3.61% | 15.71%-12.1pp | 109.03%-105.4pp | 28.51%-24.9pp |
| Employer contribution / active EE | $2,490 | $2,460+1.2% | $2,737-9.0% | $2,270+9.7% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $127 | $214-40.9% | $3,845-96.7% | $513-75.3% |