See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS8+ years Service code 99 · EIN 22-2903200 538 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Fees | $57,029 |
Filed as: PRIME PENSIONS, INC. Service code 49 · EIN 46-1224594 25B VREELAND ROAD, SUITE 209 · FLORHAM PARK, NJ 07932 | Other Services | $28,578 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Recordkeeping Fees | $0 |
Annual investment return 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 | $103,732 | $71,142+45.8% | $119,609-13.3% | $64,808+60.1% |
| Participation rate | 89.9% | 78.6%+11.2pp | 79.3%+10.6pp | 71.5%+18.4pp |
| Annual return | -18.88% | -10.01%-8.9pp | -14.97%-3.9pp | 32.82%-51.7pp |
| Employer contribution / active EE | $3,832 | $2,497+53.4% | $4,232-9.5% | $2,506+52.9% |
| Participant deferral / active EE | $6,864 | $4,490+52.9% | $5,602+22.5% | $4,310+59.2% |
| Admin fee / account holder | $198 | $162+21.9% | $10,323-98.1% | $188+5.2% |