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 ADVISORS7 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $65,444 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2710 CENTERVILLE RD · WILMINGTON, DE 19808 | Securities Custodian | $12,650 |
SHEPHARD KAPLAN KROCHUK LLC2 years Service code 27 · EIN 04-3565812 | Advisory (Plan) | $9,375 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,869 | $45,000+6.4% | $143,757-66.7% | $77,904-38.6% |
| Participation rate | 35.6% | 66.8%-31.2pp | 80.3%-44.7pp | 73.7%-38.1pp |
| Annual return | -14.92% | 29.03%-43.9pp | -0.04%-14.9pp | 12.21%-27.1pp |
| Employer contribution / active EE | $139 | $1,870-92.5% | $4,951-97.2% | $2,848-95.1% |
| Participant deferral / active EE | $2,590 | $3,157-18.0% | $5,637-54.1% | $4,806-46.1% |
| Admin fee / account holder | $92 | $98-6.4% | $14,673-99.4% | $133-30.5% |