Filed March 8, 2013
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 |
|---|---|---|
Service code 16 · EIN 04-3422848 | Consulting | $27,682 |
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $23,563 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 15 · EIN 42-1558009 | Recordkeeping | $5,187 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,829 | $66,124+20.7% | $90,404-11.7% | $73,488+8.6% |
| Participation rate | 97.6% | 69.7%+27.9pp | 72.7%+24.9pp | 70.7%+26.9pp |
| Annual return | 12.67% | 17.65%-5.0pp | 1293.02%-1280.3pp | 28.51%-15.8pp |
| Employer contribution / active EE | $2,855 | $2,346+21.7% | $3,262-12.5% | $2,270+25.8% |
| Participant deferral / active EE | $4,408 | $3,039+45.0% | $3,963+11.2% | $3,740+17.9% |
| Admin fee / account holder | $285 | $396-28.1% | $5,611-94.9% | $513-44.4% |