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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 |
|---|---|---|
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $15,585 |
Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 20-5916766 | Recordkeeping | $9,518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $920,415 | $71,192+1192.9% | $117,854+681.0% | $62,292+1377.6% |
| Participation rate | 0.0% | 74.2%-74.2pp | 79.7%-79.7pp | 69.5%-69.5pp |
| Annual return | 14.43% | 18.66%-4.2pp | 335.08%-320.6pp | 28.90%-14.5pp |
| Employer contribution / active EE | $959 | $1,934-50.4% | $3,786-74.7% | $2,042-53.0% |
| Participant deferral / active EE | $3,014 | $3,189-5.5% | $4,482-32.8% | $3,169-4.9% |
| Admin fee / account holder | $5,191 | $587+784.0% | $8,020-35.3% | $479+983.0% |