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 ADVISORS6 years Service code 16 · EIN 04-3422848 | Consulting | $40,000 |
Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 04-3015875 | Recordkeeping | $29,034 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 82-3967259 | Recordkeeping | $9,311 |
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 | $96,432 | $56,317+71.2% | $71,209+35.4% | $74,304+29.8% |
| Participation rate | 97.8% | 55.1%+42.7pp | 73.8%+24.0pp | 60.3%+37.4pp |
| Annual return | 16.98% | 42.83%-25.9pp | 282.51%-265.5pp | 29.43%-12.5pp |
| Employer contribution / active EE | $3,255 | $2,160+50.7% | $2,721+19.6% | $2,241+45.2% |
| Participant deferral / active EE | $5,117 | $2,788+83.5% | $4,175+22.6% | $3,767+35.8% |
| Admin fee / account holder | $347 | $2,290-84.9% | $5,349-93.5% | $2,969-88.3% |