Filed April 18, 2016 (most recent of 3 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 BENEFIT GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $36,774 |
SENTINEL PENSION ADVISORS5 years Service code 16 · EIN 38-3242375 | Consulting | $20,054 |
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $203 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,621 | $60,261-47.5% | $81,783-61.3% | $74,546-57.6% |
| Participation rate | 95.6% | 62.9%+32.7pp | 72.4%+23.2pp | 67.2%+28.4pp |
| Annual return | 12.10% | 16.88%-4.8pp | 775.05%-762.9pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $1,041 | $2,622-60.3% | $2,913-64.3% | $2,624-60.3% |
| Participant deferral / active EE | $3,168 | $3,388-6.5% | $4,320-26.7% | $4,347-27.1% |
| Admin fee / account holder | $219 | $1,482-85.2% | $7,380-97.0% | $1,944-88.7% |