See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 Service code 15 · EIN 04-3422848 | Recordkeeping | $29,166 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $20,885 |
CITRIN COOPERMAN1 year Service code 10 · EIN 22-2428965 | Accounting | $16,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,412 | $38,365+80.9% | $84,611-18.0% | $65,185+6.5% |
| Participation rate | 100.0% | 55.7%+44.3pp | 68.2%+31.8pp | 70.2%+29.8pp |
| Annual return | 22.41% | 32.00%-9.6pp | 258.74%-236.3pp | 29.38%-7.0pp |
| Employer contribution / active EE | $4,683 | $1,258+272.1% | $2,652+76.6% | $2,177+115.2% |
| Participant deferral / active EE | $1,981 | $2,278-13.0% | $3,899-49.2% | $3,514-43.6% |
| Admin fee / account holder | $382 | $451-15.3% | $4,912-92.2% | $847-54.8% |