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 |
|---|---|---|
SENTINEL PENSION ADVISORS3 years Service code 16 · EIN 04-3422848 | Consulting | $40,000 |
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $20,674 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 15 · EIN 42-1558009 | Recordkeeping | $8,487 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,036 | $51,197+36.8% | $82,719-15.3% | $66,914+4.7% |
| Participation rate | 97.1% | 67.8%+29.3pp | 72.6%+24.6pp | 69.8%+27.3pp |
| Annual return | -16.99% | -9.64%-7.4pp | 701.18%-718.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $3,058 | $2,611+17.1% | $3,009+1.6% | $2,544+20.2% |
| Participant deferral / active EE | $4,897 | $3,458+41.6% | $4,395+11.4% | $4,237+15.6% |
| Admin fee / account holder | $320 | $416-22.9% | $5,329-94.0% | $593-46.0% |