Filed June 7, 2019 (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 ADVISORS1+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 15 · EIN 04-3015875 | Recordkeeping | $34,416 |
Filed as: FIDELITY INVESTMENTS Service code 19 PO BOX 770001 · CINCINNATI, OH 45277 | Securities Custodian | $9,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $36,102 | $37,039-2.5% | $147,614-75.5% | $59,188-39.0% |
| Participation rate | 33.0% | 63.8%-30.7pp | 84.6%-51.6pp | 69.4%-36.4pp |
| Annual return | -2.12% | 7.19%-9.3pp | 61.98%-64.1pp | 5.51%-7.6pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,977 | $2,094-5.6% | $4,895-59.6% | $3,265-39.4% |
| Admin fee / account holder | $64 | $60+5.9% | $11,611-99.5% | $92-30.9% |