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 ADVISORS6+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $73,437 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $2,725 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $472,908 | $123,793+282.0% | $177,821+165.9% | $79,858+492.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 12.75% | 22.82%-10.1pp | 48.32%-35.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $9,089 | $4,095+121.9% | $5,918+53.6% | $2,471+267.8% |
| Participant deferral / active EE | $19,021 | $5,956+219.3% | $7,714+146.6% | $3,740+408.6% |
| Admin fee / account holder | $533 | $7,243-92.6% | $12,427-95.7% | $5,306-90.0% |