Filed March 7, 2023
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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.
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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 |
|---|---|---|
OSAIC WEALTH INC2 years Filed as: OSAIC ADVISORS Service code 27 900 SOUTH PINE ROAD, SUITE 650 · PLANTATION, FL 33324 | Advisory (Plan) | $91,257 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $83,474 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,531 | $57,831+18.5% | $82,389-16.8% | $85,563-19.9% |
| Participation rate | 94.5% | 55.0%+39.5pp | 69.5%+25.0pp | 66.0%+28.5pp |
| Annual return | 16.46% | 17.86%-1.4pp | 28.67%-12.2pp | 31.51%-15.1pp |
| Employer contribution / active EE | $1,740 | $1,643+5.9% | $2,517-30.9% | $2,654-34.4% |
| Participant deferral / active EE | $5,643 | $3,118+81.0% | $4,155+35.8% | $4,375+29.0% |
| Admin fee / account holder | $189 | $1,391-86.4% | $7,231-97.4% | $834-77.4% |