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 ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $68,135 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL PENSION ADVISOR Service code 16 · EIN 04-3422848 | Consulting | $46,135 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $10,221 |
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 | $81,392 | $66,457+22.5% | $81,3820% | $77,643+4.8% |
| Participation rate | 97.8% | 68.7%+29.0pp | 69.5%+28.3pp | 70.6%+27.2pp |
| Annual return | 12.86% | 15.93%-3.1pp | 24.73%-11.9pp | 31.24%-18.4pp |
| Employer contribution / active EE | $3,011 | $2,159+39.4% | $2,463+22.3% | $2,726+10.5% |
| Participant deferral / active EE | $5,858 | $3,679+59.2% | $3,883+50.9% | $4,647+26.1% |
| Admin fee / account holder | $261 | $583-55.1% | $5,768-95.5% | $430-39.2% |