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 |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BEMEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $49,201 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL PENSION ADVISOR Service code 16 · EIN 04-3422848 | Consulting | $42,436 |
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $8,904 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,465 | $66,528+91.6% | $86,874+46.7% | $86,799+46.9% |
| Participation rate | 94.4% | 72.4%+22.1pp | 71.6%+22.8pp | 72.3%+22.1pp |
| Annual return | 13.19% | 19.56%-6.4pp | 63.52%-50.3pp | 97.91%-84.7pp |
| Employer contribution / active EE | $2,282 | $2,007+13.7% | $2,495-8.6% | $2,405-5.1% |
| Participant deferral / active EE | $5,710 | $3,240+76.3% | $3,699+54.4% | $4,131+38.2% |
| Admin fee / account holder | $332 | $148+124.0% | $5,828-94.3% | $170+95.7% |