See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS5+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $31,804 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $24,712 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $124,704 | $47,922+160.2% | $75,886+64.3% | $65,185+91.3% |
| Participation rate | 88.4% | 63.0%+25.4pp | 69.3%+19.1pp | 70.2%+18.2pp |
| Annual return | 22.14% | 24.12%-2.0pp | 30.76%-8.6pp | 29.38%-7.2pp |
| Employer contribution / active EE | $653 | $1,557-58.0% | $2,500-73.9% | $2,177-70.0% |
| Participant deferral / active EE | $7,082 | $2,550+177.7% | $3,603+96.6% | $3,514+101.6% |
| Admin fee / account holder | $420 | $532-21.0% | $5,418-92.2% | $847-50.4% |