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 |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP INC Service code 15 · EIN 04-3015875 | Recordkeeping | $22,342 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,408 | $78,485-43.4% | $106,213-58.2% | $74,495-40.4% |
| Participation rate | 95.8% | 72.8%+23.0pp | 75.3%+20.6pp | 67.2%+28.6pp |
| Annual return | 13.21% | 15.95%-2.7pp | 116.14%-102.9pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,144 | $2,523-15.0% | $3,171-32.4% | $2,623-18.3% |
| Participant deferral / active EE | $5,408 | $4,322+25.1% | $5,016+7.8% | $4,346+24.5% |
| Admin fee / account holder | $296 | $2,232-86.7% | $11,033-97.3% | $1,942-84.7% |