Filed September 9, 2024 (most recent of 2 filings on file)
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 ADVISORS10+ years Filed as: SENTINEL PENSION AND PAYROLL Service code 13 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Contract Administrator | $80,417 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AM. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,210 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,491 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,116 | $130,224-30.8% | $197,124-54.3% | $79,634+13.2% |
| Participation rate | 96.4% | 87.8%+8.6pp | 86.7%+9.7pp | 62.5%+33.9pp |
| Annual return | 25.14% | 23.65%+1.5pp | 44.34%-19.2pp | 36.46%-11.3pp |
| Employer contribution / active EE | $3,749 | $4,314-13.1% | $6,227-39.8% | $2,529+48.2% |
| Participant deferral / active EE | $6,721 | $7,378-8.9% | $9,135-26.4% | $3,835+75.3% |
| Admin fee / account holder | $138 | $254-45.7% | $16,298-99.2% | $1,002-86.2% |