Filed February 5, 2018 (most recent of 2 filings on file)
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.
See the 10-year trajectory with Solo.
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 26 · EIN 04-3422848 | Advisory (Participants) | $71,808 |
SENTINEL PENSION ADVISORS8+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $62,605 |
Filed as: FIDELITY INVESTMENTS Service code 19 82 DEVONSIRE STREET · BOSTON, MA 02109 | Securities Custodian | $16,355 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,440 | $71,142+221.1% | $119,609+91.0% | $64,808+252.5% |
| Participation rate | 99.0% | 78.6%+20.4pp | 79.3%+19.8pp | 71.5%+27.6pp |
| Annual return | -16.51% | -10.01%-6.5pp | -14.97%-1.5pp | 32.82%-49.3pp |
| Employer contribution / active EE | $3,511 | $2,497+40.6% | $4,232-17.0% | $2,506+40.1% |
| Participant deferral / active EE | $11,504 | $4,490+156.2% | $5,602+105.4% | $4,310+166.9% |
| Admin fee / account holder | $431 | $162+165.8% | $10,323-95.8% | $188+129.5% |