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 ADVISORS9 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $74,798 |
Filed as: FIDELITY PERSONAL TRUST COMPANY Service code 19 2710 CENTERVILLE RD · WILMINGTON, DE 19808 | Securities Custodian | $21,375 |
Filed as: SHEPHERD KAPLAN KROCHUCK, LLC Service code 27 · EIN 04-3565812 | Advisory (Plan) | $8,008 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,714 | $53,136+25.6% | $155,509-57.1% | $199,593-66.6% |
| Participation rate | 38.3% | 64.1%-25.8pp | 78.2%-39.9pp | 72.0%-33.7pp |
| Annual return | 21.97% | 41.15%-19.2pp | 64.67%-42.7pp | 34.25%-12.3pp |
| Employer contribution / active EE | $158 | $1,851-91.4% | $4,672-96.6% | $3,034-94.8% |
| Participant deferral / active EE | $2,870 | $3,161-9.2% | $5,626-49.0% | $5,087-43.6% |
| Admin fee / account holder | $99 | $185-46.8% | $15,912-99.4% | $269-63.3% |