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 ADVISORS8+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $34,210 |
SENTINEL PENSION ADVISORS7+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $14,574 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2 CONTRA WAY T4R · MERRIMACK, NH 03054 | Securities Custodian | $5,243 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,110 | $63,442+106.7% | $68,791+90.6% | $66,914+95.9% |
| Participation rate | 92.0% | 60.0%+32.1pp | 69.0%+23.0pp | 69.8%+22.2pp |
| Annual return | -16.72% | -8.29%-8.4pp | -6.38%-10.3pp | 1.58%-18.3pp |
| Employer contribution / active EE | $802 | $1,775-54.8% | $2,655-69.8% | $2,544-68.5% |
| Participant deferral / active EE | $8,947 | $2,945+203.9% | $3,941+127.0% | $4,237+111.2% |
| Admin fee / account holder | $386 | $577-33.2% | $4,932-92.2% | $593-34.9% |