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 ADVISORS7+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $25,981 |
CHARLES SCHWAB & CO., INC.6 years Service code 19 · EIN 94-1737782 | Securities Custodian | $10,881 |
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 | $47,921 | $43,113+11.2% | $82,719-42.1% | $77,904-38.5% |
| Participation rate | 24.9% | 63.8%-38.9pp | 72.6%-47.6pp | 73.7%-48.8pp |
| Annual return | -16.73% | 2.60%-19.3pp | 701.18%-717.9pp | 12.21%-28.9pp |
| Employer contribution / active EE | $737 | $1,924-61.7% | $3,009-75.5% | $2,848-74.1% |
| Participant deferral / active EE | $911 | $3,057-70.2% | $4,395-79.3% | $4,806-81.0% |
| Admin fee / account holder | $83 | $102-18.8% | $5,329-98.4% | $133-37.4% |