Filed August 17, 2005 (most recent of 2 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 ADVISORS8+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766 | Recordkeeping | $25,090 |
Filed as: FIDELITY PERSONAL TRUST CO., FSB Service code 19 2710 CENTERVILLE RD · WILMINGTON, DE 19808 | Securities Custodian | $12,038 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,027 | $102,553+59.0% | $151,611+7.5% | $66,914+143.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -17.45% | -10.82%-6.6pp | 3.33%-20.8pp | 1.58%-19.0pp |
| Employer contribution / active EE | $15,754 | $4,180+276.9% | $6,166+155.5% | $2,544+519.2% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $132 | $630-79.0% | $11,616-98.9% | $593-77.7% |