Filed April 9, 2008 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $32,373 |
Service code 17 · EIN 94-1737782 | Pension Consulting | $6,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,965 | $41,256-39.5% | $86,590-71.2% | $77,958-68.0% |
| Participation rate | 24.6% | 63.0%-38.4pp | 73.5%-49.0pp | 71.6%-47.1pp |
| Annual return | 13.48% | 17.67%-4.2pp | 964.84%-951.4pp | 20.87%-7.4pp |
| Employer contribution / active EE | $427 | $1,613-73.5% | $2,839-85.0% | $2,310-81.5% |
| Participant deferral / active EE | $576 | $2,332-75.3% | $3,609-84.0% | $3,537-83.7% |
| Admin fee / account holder | $82 | $71+15.8% | $4,906-98.3% | $97-15.8% |