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 ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $35,949 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST FINANCIAL ADVISOR Service code 27 · EIN 26-0058143 | Advisory (Plan) | $23,533 |
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 | $36,711 | $60,323-39.1% | $81,812-55.1% | $74,495-50.7% |
| Participation rate | 99.4% | 62.9%+36.5pp | 72.3%+27.0pp | 67.2%+32.2pp |
| Annual return | 13.10% | 16.90%-3.8pp | 773.79%-760.7pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,694 | $2,620-35.4% | $2,912-41.8% | $2,623-35.4% |
| Participant deferral / active EE | $6,014 | $3,387+77.5% | $4,319+39.3% | $4,346+38.4% |
| Admin fee / account holder | $242 | $1,486-83.7% | $7,386-96.7% | $1,942-87.5% |