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 ADVISORS6 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $76,033 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2710 CENTERVILLE RD · WILMINGTON, DE 19808 | Securities Custodian | $7,454 |
SHEPHARD KAPLAN KROCHUK LLC1 year Service code 27 · EIN 04-3565812 | Advisory (Plan) | $5,625 |
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.
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 | $58,088 | $67,512-14.0% | $185,823-68.7% | $93,030-37.6% |
| Participation rate | 33.4% | 67.1%-33.7pp | 81.7%-48.3pp | 73.9%-40.5pp |
| Annual return | 16.72% | 21.04%-4.3pp | 122.05%-105.3pp | 158.70%-142.0pp |
| Employer contribution / active EE | $97 | $1,783-94.5% | $5,167-98.1% | $2,706-96.4% |
| Participant deferral / active EE | $2,225 | $3,035-26.7% | $5,568-60.0% | $4,562-51.2% |
| Admin fee / account holder | $100 | $318-68.4% | $16,237-99.4% | $152-33.7% |