Filed January 23, 2013 (most recent of 3 filings on file)
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 Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $25,452 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISOR Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,176 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,153 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,483 | $63,745-42.8% | $98,442-62.9% | $79,386-54.0% |
| Participation rate | 93.0% | 69.9%+23.1pp | 73.3%+19.6pp | 70.7%+22.3pp |
| Annual return | 12.36% | 625.80%-613.4pp | 1492.73%-1480.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $1,210 | $2,557-52.7% | $2,960-59.1% | $2,427-50.2% |
| Participant deferral / active EE | $4,159 | $3,303+25.9% | $4,276-2.7% | $4,046+2.8% |
| Admin fee / account holder | $208 | $516-59.6% | $5,949-96.5% | $626-66.8% |