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 BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $62,950 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL PENSION ADVISOR Service code 16 · EIN 04-3422848 | Consulting | $45,020 |
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $10,146 |
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 | $81,695 | $69,823+17.0% | $77,163+5.9% | $74,419+9.8% |
| Participation rate | 95.2% | 70.0%+25.2pp | 69.6%+25.7pp | 70.7%+24.5pp |
| Annual return | 16.19% | 19.98%-3.8pp | 37.87%-21.7pp | 34.38%-18.2pp |
| Employer contribution / active EE | $2,446 | $2,150+13.8% | $2,535-3.5% | $2,637-7.3% |
| Participant deferral / active EE | $5,347 | $3,558+50.3% | $3,833+39.5% | $4,528+18.1% |
| Admin fee / account holder | $262 | $398-34.0% | $5,472-95.2% | $348-24.5% |