Filed February 5, 2014
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 ADVISORS2 years Service code 17 · EIN 04-3422848 | Pension Consulting | $17,500 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,189 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,279 | $94,833+52.1% | $75,696+90.6% | $86,799+66.2% |
| Participation rate | 81.0% | 79.1%+1.9pp | 74.8%+6.2pp | 72.3%+8.7pp |
| Annual return | 11.52% | 16.91%-5.4pp | 104.53%-93.0pp | 97.91%-86.4pp |
| Employer contribution / active EE | $1,579 | $2,904-45.6% | $2,743-42.4% | $2,405-34.3% |
| Participant deferral / active EE | $4,340 | $3,632+19.5% | $3,821+13.6% | $4,131+5.1% |
| Admin fee / account holder | $23 | $109-78.4% | $3,619-99.4% | $170-86.2% |