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 ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $60,219 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2710 CENTERVILLE RD · WILMINGTON, DE 19808 | Securities Custodian | $14,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,945 | $47,456-5.3% | $172,739-74.0% | $77,787-42.2% |
| Participation rate | 34.2% | 66.3%-32.1pp | 82.6%-48.5pp | 73.2%-39.0pp |
| Annual return | 38.52% | 35.57%+2.9pp | 802.84%-764.3pp | 32.57%+5.9pp |
| Employer contribution / active EE | $90 | $1,574-94.3% | $5,143-98.3% | $2,504-96.4% |
| Participant deferral / active EE | $2,007 | $2,560-21.6% | $5,198-61.4% | $3,967-49.4% |
| Admin fee / account holder | $87 | $81+8.1% | $13,954-99.4% | $100-12.7% |