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 ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $61,292 |
USI CONSULTING GROUP2+ years Filed as: USI ADVISORS, INC. Service code 26 95 GLASTONBURY BLVD. · GLASTONBURY, CT 060336503 | Advisory (Participants) | $22,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $106,453 | $80,177+32.8% | $123,892-14.1% | $57,658+84.6% |
| Participation rate | 84.4% | 74.4%+9.9pp | 81.4%+3.0pp | 70.2%+14.1pp |
| Annual return | 6.64% | 17.90%-11.3pp | 47.52%-40.9pp | 5.13%+1.5pp |
| Employer contribution / active EE | $236 | $2,913-91.9% | $4,617-94.9% | $1,974-88.0% |
| Participant deferral / active EE | $8,519 | $5,130+66.1% | $5,984+42.4% | $3,061+178.3% |
| Admin fee / account holder | $193 | $106+81.2% | $8,357-97.7% | $95+103.8% |