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, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $76,572 |
SENTINEL PENSION ADVISORS6 years Filed as: SENTINEL PENSION ADVISOR Service code 16 · EIN 04-3422848 | Consulting | $47,762 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $11,528 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,174 | $117,025-17.8% | $91,541+5.1% | $85,563+12.4% |
| Participation rate | 100.0% | 64.2%+35.8pp | 69.8%+30.2pp | 66.0%+34.0pp |
| Annual return | 16.51% | 18.02%-1.5pp | 20.50%-4.0pp | 31.51%-15.0pp |
| Employer contribution / active EE | $3,286 | $2,120+55.0% | $2,505+31.2% | $2,654+23.8% |
| Participant deferral / active EE | $6,451 | $3,446+87.2% | $4,008+61.0% | $4,375+47.5% |
| Admin fee / account holder | $282 | $1,242-77.3% | $6,956-95.9% | $834-66.1% |