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 ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $66,554 |
BASS & LEMER LLP1 year Service code 10 · EIN 13-1938264 | Accounting | $19,000 |
USI CONSULTING GROUP3+ years Filed as: USI ADVISORS, INC. Service code 26 95 GLASTONBURY BLVD. · GLASTONBURY, CT 060336503 | Advisory (Participants) | $16,875 |
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 | $128,380 | $155,795-17.6% | $136,294-5.8% | $69,631+84.4% |
| Participation rate | 88.3% | 75.2%+13.1pp | 81.9%+6.4pp | 70.7%+17.6pp |
| Annual return | 18.94% | 232464.33%-232445.4pp | 5155.94%-5137.0pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $263 | $2,991-91.2% | $4,695-94.4% | $2,032-87.0% |
| Participant deferral / active EE | $9,723 | $5,394+80.3% | $6,247+55.6% | $3,224+201.6% |
| Admin fee / account holder | $233 | $128+81.9% | $9,243-97.5% | $110+111.3% |