Filed March 24, 2017 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: SENTINEL BEMEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $47,250 |
Filed as: SENTINEL PENSION ADVISOR Service code 16 · EIN 04-3422848 | Consulting | $41,200 |
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $13,383 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $129,536 | $54,590+137.3% | $81,930+58.1% | $73,488+76.3% |
| Participation rate | 97.2% | 68.3%+28.8pp | 72.0%+25.2pp | 70.7%+26.5pp |
| Annual return | 11.41% | 17.74%-6.3pp | 29.49%-18.1pp | 28.51%-17.1pp |
| Employer contribution / active EE | $2,492 | $1,636+52.4% | $4,310-42.2% | $2,270+9.8% |
| Participant deferral / active EE | $5,676 | $2,759+105.8% | $7,107-20.1% | $3,740+51.8% |
| Admin fee / account holder | $348 | $592-41.3% | $5,158-93.3% | $513-32.3% |