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 ADVISORS3+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $37,732 |
CHARLES SCHWAB & CO., INC.2 years Service code 17 · EIN 94-1737782 | Pension Consulting | $6,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,816 | $37,884-16.0% | $79,464-60.0% | $75,289-57.7% |
| Participation rate | 24.1% | 65.0%-40.9pp | 73.3%-49.3pp | 72.4%-48.3pp |
| Annual return | 10.59% | 1.06%+9.5pp | 718.14%-707.5pp | -0.04%+10.6pp |
| Employer contribution / active EE | $473 | $1,680-71.8% | $2,800-83.1% | $2,405-80.3% |
| Participant deferral / active EE | $600 | $2,569-76.6% | $3,704-83.8% | $3,739-83.9% |
| Admin fee / account holder | $98 | $77+28.2% | $5,113-98.1% | $102-4.0% |