Filed December 18, 2015
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 | $21,600 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,899 | $86,655-7.8% | $119,609-33.2% | $66,914+19.4% |
| Participation rate | 88.9% | 75.6%+13.3pp | 79.3%+9.6pp | 69.8%+19.1pp |
| Annual return | -15.72% | -8.00%-7.7pp | -14.97%-0.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,308 | $2,536-48.4% | $4,232-69.1% | $2,544-48.6% |
| Participant deferral / active EE | $4,815 | $4,358+10.5% | $5,602-14.0% | $4,237+13.6% |
| Admin fee / account holder | $264 | $755-65.1% | $10,323-97.4% | $593-55.6% |