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 |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $65,467 |
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $19,751 |
TMI CPA, P.C.3 years Service code 10 · EIN 47-2426908 | Accounting | $15,482 |
NIXON PEABODY LLP2 years Filed as: NIXON PEABODY, LLP Service code 10 53 STATE STREET · BOSTON, MA 02109 | Accounting | $9,924 |
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 | $40,891 | $53,822-24.0% | $75,696-46.0% | $85,850-52.4% |
| Participation rate | 83.8% | 69.1%+14.8pp | 74.8%+9.0pp | 69.3%+14.5pp |
| Annual return | 20.55% | 24.54%-4.0pp | 104.53%-84.0pp | 318.53%-298.0pp |
| Employer contribution / active EE | $9,559 | $2,017+374.0% | $2,743+248.5% | $2,565+272.6% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $572 | $3,343-82.9% | $3,619-84.2% | $6,260-90.9% |