Filed November 20, 1995
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 ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $62,279 |
USI CONSULTING GROUP1+ years Filed as: USI ADVISORS, INC. Service code 26 95 GLASTONBURY BLVD. · GLASTONBURY, CT 060336503 | Advisory (Participants) | $28,125 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $103,317 | $88,324+17.0% | $115,037-10.2% | $55,191+87.2% |
| Participation rate | 89.9% | 72.5%+17.4pp | 81.4%+8.5pp | 69.2%+20.7pp |
| Annual return | 1.20% | 6.30%-5.1pp | 26.14%-24.9pp | 10.78%-9.6pp |
| Employer contribution / active EE | $253 | $2,805-91.0% | $4,608-94.5% | $1,899-86.7% |
| Participant deferral / active EE | $9,537 | $5,042+89.1% | $6,026+58.3% | $3,046+213.1% |
| Admin fee / account holder | $215 | $105+104.3% | $8,175-97.4% | $91+137.1% |