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 ADVISORS4+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $74,703 |
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 | $319,250 | $94,529+237.7% | $140,016+128.0% | $64,186+397.4% |
| Participation rate | 98.9% | 84.1%+14.8pp | 87.5%+11.4pp | 69.6%+29.3pp |
| Annual return | -3.98% | 7.77%-11.7pp | 651.12%-655.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $10,038 | $3,812+163.3% | $5,606+79.1% | $2,381+321.6% |
| Participant deferral / active EE | $18,228 | $5,250+247.2% | $6,927+163.1% | $3,470+425.4% |
| Admin fee / account holder | $469 | $6,741-93.0% | $10,705-95.6% | $4,888-90.4% |