Filed February 5, 2018 (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 ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $41,273 |
SENTINEL PENSION ADVISORS2+ years Service code 26 · EIN 04-3422848 | Advisory (Participants) | $27,826 |
Service code 19 · EIN 04-3523567 | Securities Custodian | $11,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $106,108 | $107,378-1.2% | $108,579-2.3% | $57,658+84.0% |
| Participation rate | 87.9% | 77.1%+10.8pp | 79.6%+8.4pp | 70.2%+17.7pp |
| Annual return | 8.01% | 12.80%-4.8pp | -51.70%+59.7pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,937 | $1,782+8.7% | $3,758-48.5% | $1,974-1.9% |
| Participant deferral / active EE | $5,276 | $3,221+63.8% | $4,311+22.4% | $3,061+72.4% |
| Admin fee / account holder | $265 | $108+144.6% | $7,645-96.5% | $95+180.7% |