Filed February 3, 1993
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 |
|---|---|---|
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $24,900 |
YEO & YEO PC2 years Filed as: YEO & YEO, P.C. Service code 10 · EIN 38-2706146 | Accounting | $8,400 |
RETIREMENT FUNDING ADVISORS2 years Service code 27 · EIN 38-3242375 | Advisory (Plan) | $5,912 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,704 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,994 | $37,426+228.6% | $77,482+58.7% | $79,858+54.0% |
| Participation rate | 51.4% | 41.5%+9.9pp | 54.2%-2.8pp | 69.6%-18.2pp |
| Annual return | 21.99% | 39.70%-17.7pp | 54.79%-32.8pp | 31.71%-9.7pp |
| Employer contribution / active EE | $391 | $637-38.6% | $986-60.4% | $2,471-84.2% |
| Participant deferral / active EE | $1,355 | $1,260+7.5% | $1,861-27.2% | $3,740-63.8% |
| Admin fee / account holder | $756 | $2,504-69.8% | $2,858-73.5% | $5,306-85.7% |