Filed August 23, 2024
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.
| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $45,526 |
SENTINEL PENSION ADVISORS1+ years Service code 26 · EIN 82-3967259 | Advisory (Participants) | $23,548 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,655 | $106,028-19.2% | $146,958-41.7% | $77,643+10.3% |
| Participation rate | 73.8% | 78.4%-4.5pp | 82.2%-8.3pp | 70.6%+3.3pp |
| Annual return | 11.86% | 56.73%-44.9pp | 418.34%-406.5pp | 31.24%-19.4pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $9,153 | $7,990+14.6% | $8,070+13.4% | $4,647+97.0% |
| Admin fee / account holder | $163 | $337-51.7% | $12,998-98.7% | $430-62.2% |