Filed January 24, 2012
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 27 · EIN 20-5916766 | Advisory (Plan) | $14,000 |
WOLF & COMPANY, P.C.2+ years Filed as: WOLF & COMPANY, INC. Service code 10 · EIN 04-2689883 | Accounting | $13,790 |
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 37 · EIN 04-2647786 | Loan Processing | $3,400 |
Service code 60 | Sub-TA Fees | $0 |
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 | $89,670 | $74,089+21.0% | $133,980-33.1% | $55,167+62.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 6.47% | 12.11%-5.6pp | 29.30%-22.8pp | 169.23%-162.8pp |
| Employer contribution / active EE | $2,425 | $3,064-20.8% | $5,211-53.5% | $1,963+23.6% |
| Participant deferral / active EE | $5,329 | $4,678+13.9% | $6,282-15.2% | $3,054+74.5% |
| Admin fee / account holder | $120 | $458-73.8% | $9,324-98.7% | $504-76.2% |