Filed July 13, 2026 (most recent of 2 filings on file)
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 8-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,987 |
SENTINEL PENSION LLC1 year Filed as: SENTINEL PENSION, LLC Service code 13 | Contract Administrator | $14,114 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $9,262 |
SENTINEL PENSION LLC1 year Filed as: SENTINEL PENSION Service code 13 · EIN 46-0570503 | Contract Administrator | $7,989 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,021 | $91,762-56.4% | $67,502-40.7% | $77,643-48.5% |
| Participation rate | 99.7% | 75.9%+23.8pp | 72.9%+26.8pp | 70.6%+29.1pp |
| Annual return | 7.75% | 14.87%-7.1pp | 3512.12%-3504.4pp | 31.24%-23.5pp |
| Employer contribution / active EE | $5,188 | $3,181+63.1% | $2,731+90.0% | $2,726+90.3% |
| Participant deferral / active EE | $3,710 | $3,903-5.0% | $4,000-7.3% | $4,647-20.2% |
| Admin fee / account holder | $263 | $176+49.5% | $3,998-93.4% | $430-38.9% |