Filed April 1, 2014 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 ADVISORS3+ years Service code 99 · EIN 04-3422848 | Other Fees | $18,000 |
CARON & BLETZER, PLLC4+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 PO BOX 668 · KINGSTON, NH 038480668 | Accounting | $6,200 |
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 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 | $133,526 | $70,083+90.5% | $59,878+123.0% | $55,725+139.6% |
| Participation rate | 61.5% | 78.4%-16.8pp | 74.7%-13.2pp | 70.9%-9.3pp |
| Annual return | -0.84% | 3.13%-4.0pp | 3.46%-4.3pp | 244.93%-245.8pp |
| Employer contribution / active EE | $2,873 | $2,878-0.2% | $2,722+5.5% | $2,078+38.2% |
| Participant deferral / active EE | $2,616 | $3,079-15.0% | $3,402-23.1% | $3,356-22.0% |
| Admin fee / account holder | $28 | $70-60.4% | $3,590-99.2% | $115-75.8% |