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 ADVISORS5+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $30,681 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $6,246 |
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 | $37,723 | $47,634-20.8% | $90,404-58.3% | $90,288-58.2% |
| Participation rate | 24.8% | 67.5%-42.7pp | 72.7%-47.9pp | 73.4%-48.6pp |
| Annual return | 3.21% | 19.61%-16.4pp | 1293.02%-1289.8pp | 53.97%-50.8pp |
| Employer contribution / active EE | $307 | $1,749-82.4% | $3,262-90.6% | $2,524-87.8% |
| Participant deferral / active EE | $760 | $2,824-73.1% | $3,963-80.8% | $4,232-82.0% |
| Admin fee / account holder | $80 | $106-24.8% | $5,611-98.6% | $114-30.1% |