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 |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $69,809 |
SENTINEL PENSION ADVISORS11+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $50,308 |
FID INV INST OPS CO11+ years Filed as: FID INV INSTL OPERATIONS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,730 | $50,982+123.1% | $154,803-26.5% | $85,563+32.9% |
| Participation rate | 51.3% | 59.8%-8.5pp | 78.1%-26.8pp | 66.0%-14.7pp |
| Annual return | 17.34% | 30.35%-13.0pp | 58.88%-41.5pp | 31.51%-14.2pp |
| Employer contribution / active EE | $886 | $1,708-48.1% | $4,305-79.4% | $2,654-66.6% |
| Participant deferral / active EE | $4,744 | $2,474+91.8% | $5,540-14.4% | $4,375+8.4% |
| Admin fee / account holder | $273 | $846-67.8% | $14,329-98.1% | $834-67.3% |