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 ADVISORS4 years Service code 16 · EIN 04-3422848 | Consulting | $40,000 |
SENTINEL PENSION ADVISORS4 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $20,296 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 15 · EIN 42-1558009 | Recordkeeping | $7,732 |
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 | $84,725 | $58,264+45.4% | $86,612-2.2% | $71,457+18.6% |
| Participation rate | 96.2% | 65.0%+31.2pp | 71.7%+24.5pp | 67.9%+28.2pp |
| Annual return | 20.61% | 21.63%-1.0pp | 591.07%-570.5pp | 28.85%-8.2pp |
| Employer contribution / active EE | $3,231 | $2,574+25.5% | $3,022+6.9% | $2,588+24.8% |
| Participant deferral / active EE | $5,582 | $3,436+62.4% | $4,438+25.8% | $4,289+30.1% |
| Admin fee / account holder | $315 | $1,057-70.2% | $5,614-94.4% | $1,587-80.2% |