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 |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $37,107 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST FINANCIAL ADVISOR Service code 27 · EIN 26-0058143 | Advisory (Plan) | $24,004 |
Filed as: CHARLES SCHWAB BANK TRUST Service code 19 · EIN 82-3967259 | Securities Custodian | $5,823 |
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 | $42,636 | $56,317-24.3% | $71,209-40.1% | $74,304-42.6% |
| Participation rate | 96.5% | 55.1%+41.3pp | 73.8%+22.7pp | 60.3%+36.1pp |
| Annual return | 17.40% | 42.83%-25.4pp | 282.51%-265.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,463 | $2,160-32.3% | $2,721-46.2% | $2,241-34.7% |
| Participant deferral / active EE | $4,953 | $2,788+77.7% | $4,175+18.6% | $3,767+31.5% |
| Admin fee / account holder | $253 | $2,290-89.0% | $5,349-95.3% | $2,969-91.5% |