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 ADVISORS10+ years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $61,585 |
SENTINEL PENSION ADVISORS10+ years Filed as: SENTINEL PENSION ADVISORS, INC. Service code 27 · EIN 04-3422848 | Advisory (Plan) | $46,506 |
FID INV INST OPS CO10+ years Filed as: FID INV INSTL OPERATIONS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $1,190 |
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 | $97,112 | $50,815+91.1% | $155,509-37.6% | $77,643+25.1% |
| Participation rate | 52.2% | 63.1%-10.9pp | 78.2%-26.0pp | 70.6%-18.3pp |
| Annual return | 16.70% | 34.80%-18.1pp | 64.67%-48.0pp | 31.24%-14.5pp |
| Employer contribution / active EE | $775 | $1,993-61.1% | $4,672-83.4% | $2,726-71.6% |
| Participant deferral / active EE | $4,397 | $2,822+55.8% | $5,626-21.9% | $4,647-5.4% |
| Admin fee / account holder | $238 | $437-45.6% | $15,912-98.5% | $430-44.8% |