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 ADVISORS5+ years Service code 99 · EIN 04-3422848 | Other Fees | $27,000 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO & COMPANY CPAS, LLP Service code 10 · EIN 47-5324570 2 STATE ST STE 300 · ROCHESTER, NY 14614 | Accounting | $8,450 |
Service code 99 · EIN 04-2530412 | Other Fees | $7,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,937 | $84,948+94.2% | $70,449+134.1% | $73,409+124.7% |
| Participation rate | 53.9% | 79.9%-26.0pp | 75.1%-21.1pp | 72.2%-18.2pp |
| Annual return | 11.50% | 13.39%-1.9pp | 109.03%-97.5pp | 59.29%-47.8pp |
| Employer contribution / active EE | $1,795 | $2,834-36.7% | $2,737-34.4% | $2,234-19.6% |
| Participant deferral / active EE | $2,434 | $3,387-28.1% | $3,709-34.4% | $3,805-36.0% |
| Admin fee / account holder | $41 | $98-58.0% | $3,845-98.9% | $158-73.9% |