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 |
|---|---|---|
SHERIDAN ROAD ADVISORS LLC2 years Filed as: HUB INTERNATIONAL ADVISORS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $45,098 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $9,065 |
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 | $108,180 | $109,881-1.5% | $150,045-27.9% | $84,808+27.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.78% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $7,488 | $3,561+110.3% | $4,693+59.6% | $2,631+184.6% |
| Participant deferral / active EE | $17,716 | $6,636+167.0% | $7,997+121.5% | $4,212+320.7% |
| Admin fee / account holder | $265 | $8,568-96.9% | $13,435-98.0% | $7,344-96.4% |