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 ADVISORS4+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $22,887 |
CHARLES SCHWAB & CO., INC.3 years Service code 19 · EIN 94-1737782 | Securities Custodian | $7,172 |
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 | $35,843 | $44,794-20.0% | $90,281-60.3% | $77,787-53.9% |
| Participation rate | 23.2% | 66.6%-43.3pp | 73.3%-50.0pp | 73.2%-50.0pp |
| Annual return | 5.88% | 28.23%-22.4pp | 78.10%-72.2pp | 32.57%-26.7pp |
| Employer contribution / active EE | $502 | $1,809-72.3% | $2,854-82.4% | $2,504-80.0% |
| Participant deferral / active EE | $655 | $2,642-75.2% | $3,885-83.1% | $3,967-83.5% |
| Admin fee / account holder | $65 | $94-31.4% | $5,351-98.8% | $100-35.3% |