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 ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $31,797 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISOR Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,072 |
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 | $32,583 | $58,264-44.1% | $86,612-62.4% | $71,457-54.4% |
| Participation rate | 97.1% | 65.0%+32.1pp | 71.7%+25.4pp | 67.9%+29.1pp |
| Annual return | 18.75% | 21.63%-2.9pp | 591.07%-572.3pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,341 | $2,574-47.9% | $3,022-55.6% | $2,588-48.2% |
| Participant deferral / active EE | $4,845 | $3,436+41.0% | $4,438+9.2% | $4,289+13.0% |
| Admin fee / account holder | $202 | $1,057-80.9% | $5,614-96.4% | $1,587-87.3% |