Filed June 16, 2016
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 |
|---|---|---|
SENTRY LIFE INSURANCE COMPANY1+ years Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $751 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,315 | $72,770-54.2% | $67,652-50.8% | $55,191-39.6% |
| Participation rate | 69.7% | 78.8%-9.0pp | 75.7%-5.9pp | 69.2%+0.6pp |
| Annual return | 224.81% | -3.26%+228.1pp | 6625.04%-6400.2pp | 10.78%+214.0pp |
| Employer contribution / active EE | $1,267 | $1,769-28.4% | $2,266-44.1% | $1,899-33.2% |
| Participant deferral / active EE | $2,086 | $3,408-38.8% | $3,560-41.4% | $3,046-31.5% |
| Admin fee / account holder | $2 | $79-96.8% | $4,821-99.9% | $91-97.3% |