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 ADVISORS7+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $75,200 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $1,775 |
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 | $549,613 | $137,414+300.0% | $189,513+190.0% | $85,850+540.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.51% | 38.14%-21.6pp | 555.15%-538.6pp | 318.53%-302.0pp |
| Employer contribution / active EE | $9,090 | $4,344+109.2% | $6,162+47.5% | $2,565+254.4% |
| Participant deferral / active EE | $19,768 | $6,260+215.8% | $8,221+140.4% | $3,952+400.2% |
| Admin fee / account holder | $550 | $8,630-93.6% | $12,045-95.4% | $6,260-91.2% |