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 ADVISORS5 years Service code 16 · EIN 04-3422848 | Consulting | $40,000 |
SENTINEL PENSION ADVISORS5 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $23,040 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $9,236 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,691 | $60,323+45.4% | $81,812+7.2% | $74,495+17.7% |
| Participation rate | 97.0% | 62.9%+34.1pp | 72.3%+24.6pp | 67.2%+29.8pp |
| Annual return | 13.24% | 16.90%-3.7pp | 773.79%-760.6pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $3,492 | $2,620+33.3% | $2,912+19.9% | $2,623+33.1% |
| Participant deferral / active EE | $5,694 | $3,387+68.1% | $4,319+31.9% | $4,346+31.0% |
| Admin fee / account holder | $335 | $1,486-77.5% | $7,386-95.5% | $1,942-82.8% |