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 | $131,799-31.6% | $200,582-55.1% | $85,563+5.3% |
| Participation rate | 96.4% | 87.9%+8.4pp | 86.9%+9.5pp | 66.0%+30.4pp |
| Annual return | 25.14% | 21.59%+3.5pp | 42.33%-17.2pp | 31.51%-6.4pp |
| Employer contribution / active EE | $3,749 | $4,532-17.3% | $6,419-41.6% | $2,654+41.3% |
| Participant deferral / active EE | $6,721 | $7,702-12.7% | $9,331-28.0% | $4,375+53.6% |
| Admin fee / account holder | $138 | $235-41.2% | $16,305-99.2% | $834-83.4% |