Filed April 23, 1998
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 Service code 26 · EIN 04-3422848 | Advisory (Participants) | $73,002 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $26,622 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $307,704 | $89,739+242.9% | $149,718+105.5% | $62,292+394.0% |
| Participation rate | 98.1% | 85.1%+13.0pp | 87.1%+11.1pp | 69.5%+28.6pp |
| Annual return | 17.07% | 21.01%-3.9pp | 1501.63%-1484.6pp | 28.90%-11.8pp |
| Employer contribution / active EE | $8,205 | $3,233+153.8% | $5,445+50.7% | $2,042+301.8% |
| Participant deferral / active EE | $16,185 | $4,797+237.4% | $6,569+146.4% | $3,169+410.7% |
| Admin fee / account holder | $563 | $551+2.1% | $11,283-95.0% | $479+17.4% |