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 |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $12,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,033 | $89,652-57.6% | $141,162-73.1% | $65,185-41.7% |
| Participation rate | 55.3% | 74.7%-19.4pp | 82.5%-27.2pp | 70.2%-14.9pp |
| Annual return | 22.87% | 32.79%-9.9pp | 71.39%-48.5pp | 29.38%-6.5pp |
| Employer contribution / active EE | $3,151 | $3,065+2.8% | $4,735-33.5% | $2,177+44.8% |
| Participant deferral / active EE | $3,334 | $5,691-41.4% | $6,709-50.3% | $3,514-5.1% |
| Admin fee / account holder | $119 | $569-79.0% | $10,261-98.8% | $847-85.9% |