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 BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $52,083 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL PENSION ADVISOR Service code 16 · EIN 04-3422848 | Consulting | $43,709 |
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $10,224 |
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 | $79,579 | $56,503+40.8% | $70,092+13.5% | $64,808+22.8% |
| Participation rate | 97.5% | 70.5%+27.0pp | 70.5%+27.0pp | 71.5%+26.0pp |
| Annual return | -12.11% | -13.44%+1.3pp | 190.73%-202.8pp | 32.82%-44.9pp |
| Employer contribution / active EE | $2,690 | $2,046+31.5% | $2,559+5.1% | $2,506+7.4% |
| Participant deferral / active EE | $5,927 | $3,389+74.9% | $3,849+54.0% | $4,310+37.5% |
| Admin fee / account holder | $254 | $160+58.6% | $6,267-95.9% | $188+35.4% |