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 ADVISORS5 years Service code 17 · EIN 04-3422848 | Pension Consulting | $43,750 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $43,625 |
GRANT THORNTON LLP10+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $28,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $146,775 | $91,762+60.0% | $67,502+117.4% | $77,643+89.0% |
| Participation rate | 49.2% | 75.9%-26.7pp | 72.9%-23.7pp | 70.6%-21.4pp |
| Annual return | 11.22% | 14.87%-3.6pp | 3512.12%-3500.9pp | 31.24%-20.0pp |
| Employer contribution / active EE | $2,461 | $3,181-22.6% | $2,731-9.9% | $2,726-9.7% |
| Participant deferral / active EE | $2,123 | $3,903-45.6% | $4,000-46.9% | $4,647-54.3% |
| Admin fee / account holder | $118 | $176-33.1% | $3,998-97.1% | $430-72.7% |