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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $61,626 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,096 | $110,299-30.1% | $102,423-24.7% | $199,593-61.4% |
| Participation rate | 73.8% | 86.3%-12.5pp | 76.5%-2.7pp | 72.0%+1.8pp |
| Annual return | 11.02% | 35.73%-24.7pp | 29.32%-18.3pp | 34.25%-23.2pp |
| Employer contribution / active EE | $1,669 | $3,603-53.7% | $3,023-44.8% | $3,034-45.0% |
| Participant deferral / active EE | $3,661 | $6,376-42.6% | $5,053-27.6% | $5,087-28.0% |
| Admin fee / account holder | $40 | $122-67.3% | $9,451-99.6% | $269-85.1% |