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 COMPANY2+ years Service code 51 · EIN 39-6040276 | Investment Mgmt Fees | $2,112 |
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 | $32,559 | $63,905-49.1% | $74,183-56.1% | $57,658-43.5% |
| Participation rate | 70.6% | 79.8%-9.1pp | 76.6%-6.0pp | 70.2%+0.4pp |
| Annual return | 43.99% | 60.60%-16.6pp | 17.74%+26.3pp | 5.13%+38.9pp |
| Employer contribution / active EE | $1,323 | $1,840-28.1% | $2,370-44.2% | $1,974-33.0% |
| Participant deferral / active EE | $2,304 | $3,448-33.2% | $3,550-35.1% | $3,061-24.7% |
| Admin fee / account holder | $5 | $91-95.0% | $5,586-99.9% | $95-95.2% |