Filed June 5, 2012
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 | $37,226 |
PLANTE & MORAN, PLLC6+ years Filed as: PLANTE & MORAN FINANCIAL ADVISORS Service code 51 · EIN 38-3123123 | Investment Mgmt Fees | $23,644 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $7,933 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $5,232 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,048 | $61,473-18.6% | $81,930-38.9% | $73,409-31.8% |
| Participation rate | 88.7% | 72.4%+16.3pp | 72.0%+16.7pp | 72.2%+16.5pp |
| Annual return | 15.01% | 28.26%-13.3pp | 29.49%-14.5pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,555 | $1,898-18.0% | $4,310-63.9% | $2,234-30.4% |
| Participant deferral / active EE | $3,465 | $3,080+12.5% | $7,107-51.2% | $3,805-8.9% |
| Admin fee / account holder | $220 | $125+75.6% | $5,158-95.7% | $158+39.6% |