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 ADVISORS8+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $56,250 |
Filed as: MORGAN STANLEY Service code 27 28 STATE STREET, 26TH FL · BOSTON, MA 02109 | Advisory (Plan) | $8,294 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $1,700 |
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 | $445,351 | $110,094+304.5% | $151,611+193.7% | $68,494+550.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.71% | -10.12%-6.6pp | 3.33%-20.0pp | -7.84%-8.9pp |
| Employer contribution / active EE | $9,211 | $4,471+106.0% | $6,166+49.4% | $2,596+254.8% |
| Participant deferral / active EE | $20,120 | $6,527+208.2% | $8,363+140.6% | $4,027+399.6% |
| Admin fee / account holder | $473 | $7,719-93.9% | $11,616-95.9% | $5,403-91.2% |